The Global Energy Crisis, Explained | Warren Pies
Forward Guidance
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The Role of Durability in the Energy Market
Timothy Stanley: Can you explain the investment implications for this? If inflation continues to be hot, one would think that treasury bonds would not perform so well because they're paid in dollars. But also, it's those longer duration assets, a 30 year treasury bond, a longer duration asset, then a three month treasury bill. So can you explain simply what it is, why it's so important, and why you think if your thesis is right, shorter duration assets might be the way to go?"
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