Convertible Bonds

topic on 1 show · 2 statements across 2 episodes

Capital Allocators

2 statements about Convertible Bonds, every show

Van Vleet: Public REITs and convertibles act as equity, not real estate or bonds
“Public REITs are not real estate. On any given day, it's equity. And convertible bonds, surprise, surprise, are not bonds. It's equity. And it's fine. You know, convert, convertible bond is a .8 S&P and a REIT is a .9 S&P and high yield is, we call it a .4 S&P…”
Charles Van Vleet Nov 28, 2022 ▶ 20:29 Charles Van Vleet – Thinking Differently with Pensions at Textron (Capital Allocators, EP. 283)
Fitzpatrick: Convertible bonds provide an exceptional multi-dimensional education
“First of all, they're cross-asset class security, but it's also a security where a lot of things can go wrong and right, so it's a great teacher and You also learn about the perils and benefits of correlations between equities and rates and what can happen whe…”
Dawn Fitzpatrick Nov 4, 2019 ▶ 12:18 Dawn Fitzpatrick – Multi-Faceted Investing at Soros Fund Management (Capital Allocators, EP.112)

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