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Episode #8 marks Meb\u2019s first \u201clistener feedback\u201d episode. We\u2019ve received numerous bond-related questions from listeners, but they all tend to reduce to something along the lines of: \u201cBonds are hovering around historically low yields. Where do they fit in a diversified portfolio today?\u201d Meb tackles the question, discussing Treasuries first, then expanding to global sovereign bonds \u2013 which, by the way, is the largest asset class in the world. In fact, a market cap weighting would suggest you have about one-third of your portfolio in global bonds. Instead, the average U.S. investor has around 0%. This leads to a discussion about using a value screen to help identify attractive global sovereign debt opportunities. Turns out you could be invested in a basket generating about 7% right now. Of course, you\u2019d be investing in countries like Brazil, Russia, India, Turkey, Mexico... Could you do that? If you\u2019re a yield-starved investor, it might be time to consider the question more seriously as U.S. bond yields may not climb to meaningful levels for quite a while. So as to U.S. bonds, will yields keep dropping? Or is it time to get out? Find out Meb\u2019s thoughts in Episode #8.\nLearn more about your ad choices. Visit megaphone.fm/adchoices