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Markets & Economy

“Why I’m Avoiding Bonds”

Cracks in the Market: Karim Rahemtulla on Inflation, Bond Prices, and Safe Havens

by Alex Daley, Founder & Managing Director of WorthNet

Karim Rahemtulla sees a problem for investors worried about overheated markets…

After decades of watching global markets, the veteran strategist is seeing cracks – not just in stocks or bonds, but in the very idea of a “safe haven.”

Karim explains what’s changed…

Why he thinks traditional flight-to-safety assets are behaving oddly…

And how he’s positioning himself to stay protected – without giving up potential upside.

Watch the interview to hear Karim’s strategy. And listen as he shares his wide-angle view of market risk, from rising Treasury yields to stablecoins, systemic debt stress to structural blind spots – and how he’s navigating it all.

If Karim’s unique approach to the market resonates, you might want to consider discussing your options (pun intended) with a financial adviser.

A qualified adviser can help you explore strategies that align with your goals and risk tolerance, which could include options and other alternatives like Karim describes.

At WorthNet, we help to connect individual investors with experienced, independent advisers who focus on helping clients face challenges like risk management, portfolio construction, tax efficiency, and long-term planning.

Start your free consultation with one of our hand-picked adviser partners today.

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Last Revised: October 23, 2025

The views and opinions expressed by guest speakers or authors are their own, do not necessarily represent the views of WorthNet, and are subject to change without notice. Guests may include individuals affiliated with entities under common ownership and a marketing agreement with WorthNet. This creates a material conflict of interest because WorthNet has an incentive to promote the interests of affiliated entities. Guest is not a client and did not receive compensation in connection with this article. This content is intended solely for general informational and educational purposes; it does not constitute investment advice, a recommendation, or a solicitation to buy or sell any security.