How to Invest When Both Stocks and Bonds Are Falling

Money Talks News: The Podcast

We hear a lot about how your portfolio should have both stocks and bonds — because they typically move opposite to each other. The theory is that when stocks go down, bonds should protect your principal. The problem? Every once in a great while, stocks and bonds both tank. For example, this year, 2022. As of May 10, the S&P 500 is down 16%. At the same time, rising rates have crushed bonds, with some down 20% or more.

So, what the heck are you supposed to do when there's nowhere to run, nowhere to hide? Let's find out.

Stacy Johnson, financial journalist Miranda Marquit and producer Aaron Freeman to talk about what's going on in the stock and bond markets, what's ahead and what you should be doing.

This week's special guest is David Stein, a former institutional fund manager and the author of Money For the Rest of Us.

How to invest when the stock market is down.

• Stacy offers a special look at what to do with your portfolio when things are scary.
• Hoping to avoid investing in stocks right now? Here are seven ways you can invest without relying on stocks.
• Do you want to invest in bonds? Check out this comprehensive bond investing guide from our guest David Stein.
• What about crypto? Sorry, crypto bros. It looks like cryptocurrencies are pretty correlated to the stock market.
• The Wall Street Journal also has some ideas for investing when stocks and bonds are falling.

Meet this week's guest, David Stein.

David Stein is the founder of the Money For the Rest of Us investment education platform. Since 2014, he has hosted the Money For the Rest of Us investing podcast and led the Money for the Rest of Us Plus membership community. David's podcast reaches more than 40,000 listeners per episode and has close to 20 million downloads. He is the author of Money for the Rest of Us: 10 Questions to Master Successful Investing, which was published by McGraw-Hill. Previously, David was an institutional investment advisor and asset manager. He was a managing partner at Fund Evaluation Group, LLC, a $19 billion investment advisory firm. At FEG, David served as Chief Investment Strategist and Chief Portfolio Strategist.

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