convertible bonds

2 statements across 2 episodes · 1 bullish · 0 bearish · 2 people on the record · first statement Nov 4, 2019 by Dawn Fitzpatrick · across every show →

Everything said about convertible bonds, oldest first

Nov 4, 2019 positive
Insight
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)
Nov 28, 2022
Insight
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)
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