The yen carry trade might sound niche, but its impact can reach stocks, bonds, and everyday portfolios. In this episode of Balanced PM, we unpack how the trade works, why it matters now, and what a potential unwind could mean for investors. We walk through a concrete example of borrow …
If we put a 4% bond and a 6% bond in front of you, which one would you choose? The 6% yield may look more attractive at first, but why are you being paid more? That question is at the center of this episode of Balanced PM. We break down the anatomy of a bond yield and examine the risk …
“Passive” investing may sound hands-off, but every index reflects a series of active decisions. In episode three, Joe Dunn and Andrew Almeida use the SpaceX IPO to examine who makes those decisions and how they ultimately affect what investors own. Joe and Andrew unpack changes to the …
Balanced PM is officially here.
