Telis Demos

speaker

1,116 appearances 8 recordings 1 series first heard Jul 2026 last heard 5d ago

Telis Demos’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months

Recordings per month over the last 12 months — 8 in all, peaking in Aug 2026 with 4.

Appearances

newest first · ▶ plays the moment

WSJ's Take On the Week · How to Make Inflation Work for Your Portfolio · 16 Aug 2026 podcast

Or is the risk that the market continues to kind of price in more of this risk premium around measurement? voice-verified

And therefore, you might see those bonds drop in value. voice-verified

And so for anybody who might think, OK, I don't actually necessarily want to hold this for 30 years, you would experience some some. voice-verified

You know, your portfolio would look like it's going down during that time. voice-verified

Is that how you think about it? voice-verified

Okay, classic, classic. voice-verified

Right, the voice-verified

Miriam, you and I on this show have talked a lot about how investors are used to thinking about picking their stocks and should I go long in this sector and short that sector? voice-verified

But then bonds, it's like buy bonds. voice-verified

We've talked about how you've really got to start to break that down into like, well, what kind of bonds are we talking about? voice-verified

Government bonds, corporate bonds, international bonds. voice-verified

What are you hearing from when you talk to advisors and people with money to put to work? voice-verified

Are people starting to think like Jill is suggesting that the 60-40, nice rule of thumb, but you've really got to put a little more work into it in sort of today's market environment? voice-verified

And it's tough to hide in cash because even if that yield is nice today and even if you say you've got a one-year CD, eventually you've got to reconsider what to do with that. voice-verified

So you've got to think about what kind of – voice-verified

timeframe do you want to take these bets over, right? voice-verified

As you said, Jill, maybe something in that one to six year range is something that you're a little more comfortable with than just 30, set it and forget it and move on with your life, which unless you're somebody who's got very fixed costs in their life, it's probably pretty tough to do that, right? voice-verified

You need your portfolio to grow a little bit too. voice-verified

on this show as well. voice-verified

Tax-aware investing recently. voice-verified

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