ETFdb Logo
  • ETF Database
  • Channels
    • Themes
      • Active ETF
      • Alternatives Channel
      • Artificial Intelligence
      • China Insights
      • Climate Insights
      • Core Strategies
      • Crypto
      • Disruptive Technology
      • Energy Infrastructure
      • ETF Building Blocks
      • ETF Education
      • ETF Investing
      • ETF Strategist
      • Faith-Based Investing
      • Financial Literacy
      • Fixed Income
      • Free Cash Flow
      • Innovative ETFs
      • Invest Beyond Cash
      • Leveraged & Inverse
      • Modern Alpha
      • Portfolio Strategies
      • Tax Efficient Income
    • Asset Class
      • Equity
        • U.S. Equity
        • Int'l Developed
        • Emerging Market Equities
      • Alternatives
        • Gold/Silver/Critical Materials
        • Crypytocurrency
        • Currency
        • Volatility
      • Fixed Income
        • Investment Grade Corporates
        • US Treasuries & TIPS
        • High Yield Corporates
        • Int'l Fixed Income
    • ETF Ecosystem
    • ETFs in Canada
    • Market Outlook
    • Crypto ETF Hub
  • Tools
    • ETF Screener
    • ETF Country Exposure Tool
    • ETF Database Categories
    • Indexes
    • Scenario Analysis
    • Watchlists
    • Head-To-Head ETF Comparison Tool
    • Mutual Fund To ETF Converter
    • ETF Stock Exposure Tool
    • ETF Issuer Fund Flows
  • Research
    • ETF Education
    • Equity Investing
    • Dividend ETFs
    • Leveraged ETFs
    • Inverse ETFs
    • Index Education
    • Index Insights
    • Top ETF Sectors
    • Top ETF Issuers
    • Top ETF Industries
  • Webcasts
  • Themes
    • AI ETFs
    • Blockchain ETFs
    • See all Thematic Investing ETF themes
    • ESG Investing
    • Marijuana ETFs
  • Multimedia
    • ETF 360 Video Series
    • ETF of the Week Podcast
    • Gaining Perspective Podcast
    • ETF Prime Podcast
    • Video
  • Company
    • About VettaFi
    • Get VettaFi’ed
  • PRO
    • Pro Content
    • Pro Tools
    • Advanced
    • FAQ
    • Pricing
    • Free Sign Up
    • Login
  1. Fixed Income Channel
  2. Video: Eric Biegeleisen On Bonds: “All Treasuries, Maybe Some Gold”
Fixed Income Channel
Share

Video: Eric Biegeleisen On Bonds: "All Treasuries, Maybe Some Gold"

James ComtoisMay 17, 2023
2023-05-17

When it comes to fixed income models, there’s playing it safe, then there’s going all-in on Treasuries. Yet that level of bearishness is precisely how 3EDGE Asset Management’s Deputy CIO Eric Biegeleisen has positioned the firm’s bond allocations.

VettaFi’s financial futurist Dave Nadig sits down with Biegeleisen to explore why 3EDGE is playing it so conservatively right now. Nadig described 3EDGE’s model positioning as, “all Treasuries, and maybe some gold,” to which Biegeleisen agreed. The firm has been at or near its minimums for U.S. equities for months, he added.

“We find U.S. equities to just be incredibly overvalued,” he said.

See More: VettaFi Viewpoints: Nadig & Rosenbluth Discuss 2023’s Biggest ETF Investing Trends

Biegeleisen added that the firm’s fixed income portfolio is just a “hodgepodge of Treasuries,” without exposure even to munis. However, he said, they’ve “found gold more attractive in recent months.”

The two also explored challenges in the advisory business, such as different modes of getting paid and doing business.

Biegeleisen will appear on the forthcoming VettaFi’s Future of Finance: The Real Bond Market webcast. The virtual event, which focuses on fixed income, will take place on May 24.

Sections: Biegeleisen on Fixed Income

1:07 - Behind 3EDGE’s bearish positions on fixed income
4:36 – Challenges in the current fixed income markets
6:53 – Are we out of the woods with regional banks?
8:47 – Behind the bubble of the debt crisis
11:13 – Why Biegeleisen likes shorter-term TIPS
11:59 – Reaffirming a commitment to gold
14:01 – Inside a defensive, all-equity portfolio
15:00 – Where does the U.S. dollar go next?
16:06 – Pitfalls (and promise) of Bitcoin
17:53 – Inside the realities of today’s financial advice business

Tickers Discussed: (BIGB C+)

ETF Strategies Discussed: Treasury ETFs, Bonds, Gold & Silver

For more insights and conversations hosted by Dave Nadig, visit the VettaFi YouTube channel. Send us your thoughts, comments, and feedback to [email protected].


Content continues below advertisement

Loading Articles...
Our Sites
  • VettaFi
  • Advisor Perspectives
  • ETF Trends
Tools
  • ETF Screener
  • Mutual Fund to ETF Converter
  • Head-To-Head ETF Comparison
  • ETF Country Exposure Tool
  • ETF Stock Exposure Tool
  • ETF Database Pro
More Tools
  • Financial Advisor & RIA Center
Explore ETFs
  • ETF News
  • ETF Category Reports
  • Premium Articles
  • Alphabetical Listing of ETFs
  • Browse ETFs by ETF Database Category
  • Browse ETFs by Index
  • Browse ETFs by Issuer
  • Compare ETFs
Information
  • Contact Us
  • Terms of Use and Privacy Policy
  • © 2025 VettaFi LLC. All rights reserved.

Advertisement

Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

}
X