“Whenever bonds are on the front page, things are getting real.”
Motley Fool Money · October 2026
After a riff on France's debt and rising yields around the world, he predicts that bonds will be the investing theme of the next decade. Investors rarely have to talk about them, he says; they only come up in moments like COVID or the European debt crisis.
Transcript
…rational reflection of what people think of the credit quality of the person on the other side of the trade. This is going to be the theme, I think, of the next 10 years. People like you and I, who very rarely talk about bonds, I think we're going to find it hard not to in the coming years. Unless.
I'll find it you will. I'll say that. I love it. Well, it's kind of one of those things we
haven't had to talk about it much because it's always been in the background. But we were certainly talking about it in COVID and we were certainly talking about it in the sovereign, the pigs crisis. I don't know if anyone even remembers that. Portugal, Italy, Greece, Spain, do you remember that? And by the way, there's a double eye on the pigs. Whenever bonds are on the front page, things are getting real. Yeah,
that's right. That's all I'm saying.
Sorry, sorry. Sorry for the long, disjointed ramble. No, man, August.
Hey, Jack's got a second question, which you might try and get to before the end of this point. Two questions down, so we'll see where we go. See how this works. Jack says, secondly, my longer-term plan is to grow my portfolio to a point where I can start drawing down around 4% per annum on a…
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