The Duration Connection

Ben Inker, who is head of global allocation at the investment firm, GMO, wrote a fascinating paper on this topic. I'll link to it in the show notes as well as the other articles I've mentioned. Or if you're a member of my insider's guide, you will have gotten an email with this week's show notes. This is a free email and you would have gotten a summary article on this week's episode. And that or for a US based listener just text the word insider to 44222.