2025 - Third Quarter - The Name is Bonds...Just Bonds
“What is life without a little risk?”
Sirius Black from Harry Potter movies
There is a big difference between the risk of getting on a plane for a vacation in Mexico and getting close to a grizzly bear in the wild for a selfie. The prospect of some extra likes on Instagram is not really commensurate with the risk of getting mauled. We discuss a growing risk for investors that have largely flown under the radar and increasingly disconnected from its potential return. If you are guessing AI stocks or crypto currencies, you would be wrong.
“What is life without a little risk?”
Sirius Black from Harry Potter movies
There is a big difference between the risk of getting on a plane for a vacation in Mexico and getting close to a grizzly bear in the wild for a selfie. The prospect of some extra likes on Instagram is not really commensurate with the risk of getting mauled. We discuss a growing risk for investors that have largely flown under the radar and increasingly disconnected from its potential return. If you are guessing AI stocks or crypto currencies, you would be wrong.
Joshua Brown
September 29, 2025