Episode 040: It Is What It Is Until It Isn't

03/10/2020 52 min Temporada 1 Episodio 40
Episode 040: It Is What It Is Until It Isn't

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Episode Synopsis

In this week's episode, David and Ian discuss the great (and then not-so-great) week we had in equities, the recent headline noise, and US Treasuries. David discusses opportunity costs and alpha erosion. And Ian asks if Utilities are really a "bond proxy".