The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years
InvestTalk
Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
4.4 • 1.5K Ratings
🗓️ 3 April 2026
⏱️ 47 minutes
🧾️ Download transcript
Summary
Global bond prices are heading for their biggest monthly decline in years as geopolitical tensions stoke fears of sustained inflation and economic disruption. The bond market rout is forcing investors to reconsider their fixed income allocations as traditional safe havens lose their appeal.
Today's Stocks & Topics: Cactus, Inc. (WHD), Market Wrap, Medtronic plc (MDT), The Great Bond Selloff: Why Fixed Income Is Having Its Worst Month in Years, iShares U.S. Medical Devices ETF (IHI), The Greenbrier Companies, Inc. (GBX), EQT Corporation (EQT), Liberation Day Anniversary, New Tariff Structure.
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Transcript
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| 0:00.0 | On radio, on YouTube, streaming live on invest talk.com, and for our podcast subscribers, this is InvestTalk. Incependent Thinking, shared success. |
| 0:17.7 | InvestTalk is made possible by KPP Financial, a registered investment advisor firm, serving clients throughout the United States. |
| 0:27.0 | Here is KPP Financial Portfolio Manager, Luke Guerrero. |
| 0:33.3 | Good afternoon, fellow investors, and welcome to the Thursday, April 2nd, |
| 0:39.3 | 2026 edition of InvestTalk. I'm your host, Luke Guerrero, and I'll be with you over this |
| 0:45.6 | next 50 minutes as we round out a holiday shortened trading week. That being said, we've got plenty to do, so let's kick it off right now |
| 0:57.3 | by tackling our first caller question. Hi, I'm calling today to get your quick analysis on a |
| 1:04.0 | kind of smaller energy oil and gas company, WHD is a ticker symbol, Cactus Inc. |
| 1:10.4 | I was wondering if you think this is a good |
| 1:12.3 | company and what would be your good buypoint if you like it all. Thank you very much. Appreciate |
| 1:16.4 | what you guys do. Bye. |
| 1:18.8 | W.H.D. is Cactus Inc. What they do is they design, manufacture, and rent wellhead and |
| 1:26.0 | pressure control equipment for offshore oil and gas drilling. |
| 1:31.2 | Year to date, they're up 4.62% up 1.62% over the past three months, and pretty much flat |
| 1:41.3 | over the past 52 weeks. It is a $3.7 billion market cap company and how much |
| 1:47.9 | debt, only about $25 million in debt. And in February, they reported Q4 2025 revenue, down |
| 1:58.6 | 1% annually with adjusted EBTA beating estimates. |
| 2:06.1 | Now looking ahead, management did guide their revenue in both the pressure control segments |
| 2:13.2 | and international segments higher than expected, really keying in on growth from that international |
| 2:21.6 | segment. If you look at the stock, it's been a bit of a wild ride, currently sitting at |
| 2:30.4 | $47.79. |
| 2:35.8 | Per share. |
... |
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