Episode Details
Back to EpisodesEpisode 040: It Is What It Is Until It Isn't
Season 1
Episode 40
Published 5 years, 3 months ago
Description
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".