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The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy

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Rating
★★☆☆☆
2
from
1 reviews
Categories
This podcast has
218 episodes
Language
English
Publisher
Fexingo
Explicit
No
Date created
2026/05/23
Latest episode
2026/10/19
Average duration
10 min.
Release period
2 days

Description

Lucas and Luna dissect the fixed-income markets with the precision of a bond trader reading a prospectus. Each episode tackles a single corner of the bond universe — from 2-year Treasury note auctions and inverted yield curves to investment-grade corporate debt, high-yield junk bonds, and municipal paper. The hosts anchor every conversation in real-time market data: today's 10-year yield move, the latest Fed funds rate expectation from CME FedWatch, credit spread widening in the energy sector. They explain how duration, convexity, and call provisions affect returns, and they do it without jargon for its own sake. Lucas walks through the mechanics of a bond ladder or a TIPS strategy while Luna asks the hard questions: Why does this matter for a retiree? How does a pension fund use this? What happens to a corporate bond portfolio when the economy tips into recession? The show serves professional investors, financial advisors, and serious individual bond buyers who want to understand the plumbing behind the price. Every episode is built around a live chart — the yield curve from , a corporate spread table, a CDS index move — but those visuals are described, not shown, so the conversation stands on its own as audio. By the end, you'll grasp not just what happened in bonds today, but the structural forces that will shape returns for months ahead. What happens to your 30-year Treasury when the next fiscal crisis hits? #FixedIncome #Treasuries #CorporateBonds #YieldCurve #FederalReserve #BondInvesting #Duration #CreditSpreads #HighYield #Munis #TIPS #BondLadder #PortfolioStrategy #Inflation #RecessionSignals #Finance #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

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Check latest episodes from The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy podcast


The Bond Market's Quiet Structural Shift
2026/10/19
With the ten-year Treasury yield holding near five percent and the curve steepening, investors are facing a critical decision on duration risk. We examine how the widening spread between short-term bills and long-dated bonds is reshaping portfolio construction in late October 2026. By looking at the performance of core fixed income ETFs and the divergence in corporate credit spreads, we uncover why traditional buy-and-hold strategies are being replaced by active duration management. This episode breaks down the specific mechanics of this shift and what it means for both institutional capital and individual bond investors navigating higher-for-longer rates. #FixedIncome #TreasuryYields #BondMarket #DurationRisk #CorporateBonds #InvestingStrategy #InterestRates #FexingoBusiness #BusinessPodcast #LucasAndLuna #YieldCurve #CreditSpread #PortfolioConstruction #Macroeconomics #FinancialMarkets #WealthManagement #EconomicOutlook #BondTrading Keep every episode free: buymeacoffee.com/fexingo
Why Bond Investors Are Chasing Duration Risk
2026/10/18
With the ten-year Treasury yield holding near five point one percent and the curve finally normalizing, a structural shift is underway in fixed income strategy. Lucas and Luna dissect why investors are moving away from short-term bills toward long-duration bonds despite persistent inflation fears. They examine the mechanics of duration risk, analyze recent volatility in Treasury ETFs like TLT, and explain how the spread between short and long rates is creating new opportunities for patient capital. #FixedIncome #BondMarket #TreasuryYields #DurationRisk #InterestRates #InflationHedges #TLT #IEF #YieldCurve #FederalReserve #PortfolioStrategy #RiskManagement #Liquidity #CapitalAllocation #EconomicOutlook #InvestmentTrends #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
How Treasury Volatility Is Reshaping Bond Portfolios
2026/10/17
With the ten-year Treasury yield holding near five point one percent and short-term rates stubbornly elevated, investors are facing a structural shift in fixed income strategy. We break down why duration risk is no longer a free lunch, how the steepening curve is creating hidden traps for long-dated bonds, and what specific allocation adjustments smart money is making right now. This episode moves beyond general rate talk to examine the mechanics of bond pricing in a high-rate environment, using real portfolio construction examples to show where the asymmetry lies. #FixedIncomeStrategy #TreasuryBonds #BondMarketAnalysis #YieldCurve #DurationRisk #InterestRates #PortfolioConstruction #InvestmentStrategy #Macroeconomics #FinanceNews #LucasAndLuna #FexingoBusiness #BusinessPodcast #EconomicOutlook #MoneyManagement #WealthBuilding #FinancialLiteracy #BondYields Keep every episode free: buymeacoffee.com/fexingo
The Liquidity Trap in Long Duration Bonds
2026/10/13
With the ten-year Treasury yield holding near five point two four percent and the spread between short and long rates at just forty-two basis points, bond investors face a unique structural risk. This episode examines how the illiquidity premium in long-duration fixed income is being mispriced as a safety feature rather than a trap. Lucas and Luna break down why corporate debt and private credit are absorbing risk that public markets can no longer price efficiently, using specific data from October 2026 to show where the real danger lies for portfolios chasing yield. #FixedIncome #TreasuryYields #BondMarket #DurationRisk #LiquidityPremium #CorporateDebt #PrivateCredit #InterestRateRisk #YieldCurve #FedPolicy #InvestmentStrategy #FinancialMarkets #EconomicOutlook #RiskManagement #AssetAllocation #FexingoBusiness #BusinessPodcast #FinanceEducation Keep every episode free: buymeacoffee.com/fexingo
Why Bond Investors Are Ignoring The Yield Curve
2026/10/12
The bull market turned four years old this week, yet the yield curve remains inverted at just forty-four basis points. Lucas and Luna explore why short-term Treasury yields are defying the Fed's higher-for-longer stance while long-end rates drift lower. We break down the mechanics of the three-month bill rally, the structural demand from foreign central banks, and why chasing duration in corporate credit might be a trap when liquidity is tight. If you have been watching the ten-year hold steady near five point two percent, this episode explains the quiet war happening in the ninety-day window that could dictate your next portfolio move. #FixedIncomeStrategy #TreasuryYields #YieldCurveInversion #ShortTermBills #FederalReservePolicy #BondMarketAnalysis #LiquidityPremium #CorporateCreditSpread #DurationRisk #InflationExpectations #ForeignDemand #CentralBankReserves #InterestRateOutlook #PortfolioAllocation #FexingoBusiness #BusinessPodcast #FinanceNews #InvestingTips Keep every episode free: buymeacoffee.com/fexingo
Why JPMorgan Sees A Once In A Generation Bond Opportunity
2026/10/12
JPMorgan recently labeled the current fixed income environment a once in a generation opportunity, but Lucas and Luna dig into what that actually means for your portfolio right now. With the ten-year Treasury yield sitting at five point two two percent and the Fed Funds rate holding steady near three point seven five percent, the spread between short-term cash and long-term debt is narrowing. We break down why chasing duration risk might be a trap this time around, how private credit is quietly reshaping corporate leverage, and why the steepening yield curve isn't the bullish rally it used to be. If you are looking at high-yield spreads or considering locking in longer maturities before year-end, this episode gives you the specific data points to decide whether patience pays off or if you should stay on the sidelines. #FixedIncomeStrategy #TreasuryYields #CorporateBonds #JPMorganResearch #DurationRisk #YieldCurveSteepening #PrivateCredit #HighYieldDebt #FedFundsRate #BondMarket #InvestmentStrategy #FinancialMarkets #EconomicOutlook #InterestRates #CreditSpreads #MaturityLadder #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo
Why Short-Term Rates Are Defying The Fed
2026/10/11
On October 11, 2026, the ten-year Treasury yield sits at 5.22 percent while the three-month bill holds at 4.23 percent. Lucas and Luna dissect why the short end of the curve is refusing to follow the long end lower, despite JPMorgan’s bullish call on fixed income. We explore the structural disconnect between money market funds and institutional balance sheets, and what this specific spread tells us about liquidity traps in today's rate environment. #FixedIncome #Treasuries #BondMarket #YieldCurve #InterestRates #LiquidityRisk #MoneyMarkets #JPMorgan #FederalReserve #DurationRisk #CorporateBonds #InvestmentStrategy #WealthManagement #Economics #FinanceNews #FexingoBusiness #BusinessPodcast #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
How Private Credit Is Rewiring Fixed Income
2026/10/10
The bond market is undergoing a quiet structural shift as private credit assets swell past one trillion dollars, challenging traditional corporate debt models. Lucas and Luna break down why this non-bank lending boom is reshaping risk pricing for institutional investors, focusing on the spread between public high-yield bonds and private placements in late 2026. With Treasury yields hovering near five percent, they explore how fixed income portfolios are adapting to a landscape where liquidity comes at a premium and covenants matter more than ever. #PrivateCredit #FixedIncome #CorporateBonds #YieldCurve #TreasuryYields #LiquidityPremium #CovenantLite #NonBankLending #RiskPricing #BondMarket #InvestmentGrade #HighYield #FexingoBusiness #BusinessPodcast #FinanceNews #EconomicStrategy #LucasAndLuna #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
The Bond Market's Silent Structural Shift
2026/10/09
With the ten-year Treasury yield holding near five point two eight percent and the yield curve steepening to forty-seven basis points, the old rules of duration risk are breaking down. Lucas and Luna dissect why investors who chased shorter-term bills are now facing a liquidity squeeze in the corporate bond market. They examine how private credit is filling the void left by traditional banks and what that means for fixed income portfolios heading into Q four of twenty twenty-six. #FixedIncome #BondMarket #TreasuryYields #PrivateCredit #DurationRisk #CorporateBonds #LiquidityCrisis #FedPolicy #InvestingStrategy #FinancialMarkets #InterestRates #YieldCurve #FexingoBusiness #BusinessPodcast #FinanceNews #EconomicAnalysis #WealthManagement #CapitalAllocation Keep every episode free: buymeacoffee.com/fexingo
How Bond Investors Are Pricing In The Fed Hike
2026/10/07
With the ten-year Treasury yield holding at five point two seven percent and Fed officials hinting at another rate hike, fixed income investors face a critical dilemma. Lucas and Luna dissect how the bond market is interpreting mixed signals from Washington versus reality on the ground. They examine why short-term rates are decoupling from longer maturities and what this means for portfolio duration risk in October twenty twenty-six. This episode provides a concrete framework for navigating the current steepening yield curve without chasing yield into credit traps. #FixedIncome #TreasuryBonds #FederalReserve #YieldCurve #InterestRates #BondMarket #InflationData #DurationRisk #MonetaryPolicy #LiquidityCrunch #CorporateDebt #InvestmentStrategy #WealthManagement #EconomicOutlook #FexingoBusiness #BusinessPodcast #FinanceNews #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
Why Bond Investors Are Ignoring The Yield Curve
2026/10/07
Lucas and Luna dissect the disconnect between record-high equity valuations and stubbornly elevated Treasury yields in October 2026. With the ten-year yield holding near five point three percent and the Fed Funds rate effectively capped at three point seven five, they explore why traditional duration strategies are failing and how investors are pivoting to credit spreads instead. Using concrete data from recent market movements, including the S&P 500 hitting new records while bond prices remain pressured, this episode offers a specific framework for navigating a market that seems to be pricing in two different economic realities simultaneously. #FixedIncome #TreasuryYields #BondMarketStrategy #CreditSpreads #InterestRateRisk #DurationTrading #CorporateBonds #InvestmentPortfolio #FinancialMarkets #EconomicOutlook #InflationHedges #LiquidityAnalysis #MonetaryPolicy #FexingoBusiness #BusinessPodcast #FinanceEducation #WealthManagement #MarketAnalysis Keep every episode free: buymeacoffee.com/fexingo
Why Bond Investors Are Chasing Duration Risk
2026/10/05
With the ten-year Treasury yield holding near five point two eight percent and the two-year rate at four point eight three, the spread is tightening but remains positive. Lucas and Luna break down why fixed-income investors are increasingly uncomfortable with long-duration assets despite the steepening curve. They examine the structural shift away from Treasury bills toward corporate debt and longer government bonds, analyzing how liquidity constraints in private credit are forcing capital into public markets. The conversation focuses on the specific mechanics of this rotation, the hidden risks in chasing yield when rates remain structurally higher, and what the current fifty basis point spread tells us about market expectations for the remainder of twenty twenty six. #FixedIncome #BondMarket #TreasuryYields #DurationRisk #CorporateDebt #PrivateCredit #YieldCurve #InterestRates #FedPolicy #LiquidityCrunch #InvestmentStrategy #WealthManagement #FinancialMarkets #Macroeconomics #FexingoBusiness #BusinessPodcast #LucasAndLuna #FinanceNews Keep every episode free: buymeacoffee.com/fexingo
How Treasury Bills Are Outperforming Longer Bonds
2026/10/05
With the ten-year Treasury yield sitting at five point two four percent and the Fed Funds rate holding steady near three point eight eight, investors are facing a critical choice: chase duration or stay short. Lucas and Luna dissect why the three-month Treasury bill, yielding four point one seven percent, is becoming the smarter play for capital preservation in October 2026. They analyze the structural shift away from long-duration risk, the liquidity premium in the bill market, and why locking in rates now might be safer than betting on a steepening curve. #FixedIncome #TreasuryBills #BondMarket #YieldCurve #InterestRates #LucasAndLuna #FexingoBusiness #BusinessPodcast #InvestingStrategy #ShortDuration #FederalReserve #CashManagement #RiskManagement #PortfolioConstruction #MacroEconomics #DebtMarkets #FinancialPlanning #MoneyTalks Keep every episode free: buymeacoffee.com/fexingo
Why The Bond Market Is Ignoring The Fed
2026/10/04
Lucas and Luna dissect why the ten-year Treasury yield has climbed to five point two four percent despite market pricing out any chance of a rate hike in October. They explore how structural supply issues, rather than inflation fears or aggressive Fed policy, are now driving long-end rates higher. The conversation highlights the disconnect between short-term money markets and the long bond, using recent data on Treasury issuance and private credit liquidity to explain this new regime for fixed income investors. #FixedIncome #Treasuries #BondMarket #YieldCurve #TreasurySupply #FedPolicy #LongEndRates #InterestRates #InvestmentStrategy #LiquidityRisk #PrivateCredit #Macroeconomics #FexingoBusiness #BusinessPodcast #FinanceNews #EconomicAnalysis #PortfolioManagement #LucasAndLuna Keep every episode free: buymeacoffee.com/fexingo
The Bond Market's Quiet Structural Shift
2026/10/03
With the ten-year Treasury yield hovering near five point two four percent and the Fed Funds rate steady at three point seventy-five, fixed income investors are facing a new reality. This episode examines how the bond market is pricing in a hard landing despite weak jobs data, forcing portfolio managers to rethink duration risk. We look at why chasing yield in corporate debt may be trapping investors who ignore credit quality, using specific examples from recent market moves in Tesla and Broadcom to illustrate the broader trend. The conversation explores whether the current steepening curve offers genuine opportunity or hidden leverage, helping listeners navigate the structural shift in fixed income strategy as we head into October. #FixedIncome #BondMarket #TreasuryYields #CorporateDebt #InvestmentStrategy #FinancialMarkets #EconomicAnalysis #PortfolioManagement #RiskManagement #CreditSpreads #YieldCurve #FedPolicy #InflationHedges #InterestRates #MarketOutlook #WealthManagement #FexingoBusiness #BusinessPodcast Keep every episode free: buymeacoffee.com/fexingo

Podcast reviews

Read The Bond Investing Podcast with Fexingo: Treasuries, Corporate Bonds, and Fixed Income Strategy podcast reviews


2 out of 5
1 reviews
★★☆☆☆
Spirittalk 2026/08/20
Totally ai
Hosts are not real but ai generated. Hopefully whoever is writing what the ai is reading is correct. I also hope the ai isn’t writing for itself. Th...
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