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2min chapter
Passive Investing, Inflation and the Bifurcated Economy with Mike Green
Excess Returns
Analyzing Inflation, Interest Rates, and the Economy
An in-depth discussion on the intricate interplay between inflation swaps, interest rates, and economic factors impacting two year bonds, and the looming threat of a credit crisis due to disparities in economic support. The chapter sheds light on potential risks of credit deterioration and the importance of implementing a hedging strategy amidst widening credit spreads.
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