We established in a previous video in our Investment Series why a 40 per cent bond weighting in a portfolio is the “stupidest and worst” strategy an investor could deploy. Som Seif’s words, not ours, but you get the point.

In this segment, Seif and John O’Connell examine the credit bubble, rising interest rates, and how bond investments of the wrong duration can destroy value in your portfolio.

Related videos:

Part One: How “Relentless” Inflows & Speculation Are Distorting Prices

Part Two: Investing or Gambling? What to Know About Risk, Robinhood & Gamification

Part Three: How to Build a Portfolio

Part Four: How to Mix Stocks with Tactical ETFs & Why Bonds Are an “Awful” Investment

Part Five: How to Zig When the Market Zags to Get Downside Protection

Part Six: Why a 60/40 ETF is the “Stupidest & Worst” You Could Buy Right Now

Part Seven: Investor with $2 Million Gets Advice on How to Find An Advisor

Part Eight: Learning the Hard Way Investing is Not Gambling