Bond Voyage! Saying Goodbye to Traditional Diversifiers with Tony Dong

Pierre Daillie and Mike Philbrick welcome Tony Dong—Lead ETF Analyst at ETF Central and founder of ETF Portfolio Blueprint— to the show to explore why investors may need to rethink their reliance on traditional portfolio diversifiers like long-term bonds. Dong pulls no punches, calling out the pitfalls of covered call ETFs, explaining how to think critically about buy-write strategies, and championing capital-efficient alternatives like return stacking, trend-following CTAs, and risk-managed overlays. The trio also dig into the strategic case for overlooked assets like Swiss equities and the Swiss franc, while sharing practical insights into investor behavior, rebalancing discipline, and building resilient portfolios in a stagflation-prone world. 🔖 Key Takeaways:

Why blindly chasing high-yield covered call ETFs is a mistakeThe underrated power of trend-following as a crisis alpha toolHow to use return stacking for smarter diversificationWhy Switzerland may be the ultimate geopolitical safe havenThe behavioral traps investors fall into—and how to avoid them🕒 Chapters:

00:00 – Tony Dong’s Risk-First Origin Story03:45 – The Problem with Index-Based Covered Call ETFs08:30 – Gold, Volatility, and Opportunistic Buy-Write Strategies13:10 – QYLD: A Yield Trap in Disguise?19:45 – When Bonds Fail: Gold and Trend as Alternatives23:20 – Leveraging Diversification with Return Stacking28:00 – Retail’s Dangerous Love Affair with Leveraged ETFs31:40 – The Rise of Structured Protection: Put Spread Collars36:20 – Why Low Vol and Min Vol May Be Broken Concepts39:10 – Trend Following: The Case for Buying the Shop, Not the ETF43:00 – Behavioral Risk and Staying the Course with Alternatives47:30 – How to Rebalance for Real-World Portfolios53:00 – Investor Psychology, Crisis Alpha, and Staying Invested57:00 – The Case for Switzerland: Stability, Strength, and Sanity

Where to find Tony Dong

ETF Portfolio Blueprint - https://etfportfolioblueprint.comTony Dong, Lead ETF Analyst, ETF Central - https://www.etfcentral.com/author/tony-dong

#InvestingStrategy #ETFs #TrendFollowing #ReturnStacking #PortfolioDiversification #CoveredCalls #QYLD #Alternatives #CapitalEfficient #Gold #BehavioralFinance #TonyDong #RaiseYourAverage

Bond Voyage! Saying Goodbye to Traditional Diversifiers with Tony Dong

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