AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
5min chapter
Quantifying Structural Risk in 'Zombified' Markets | Hari Krishnan & Ash Bennington
Hidden Forces
The End Game Is Not Rotation Anymore
The central bank as a dominant agent, the rise of passive and the chasing of returns in various paces is pretty much over. Back in the day, you know, if there were no drastic changes in verage, then growth to value would be a risk on, riskoff, kind of safety valve that people could go into. I think we're in a space where its even safe looking equities ire still risk on investments. And it's more extreme than it used to y walkmeng through that. Now i would find it hard to think that tea bills or short term cash deposits would be unsafe,. but if longer duration securities are, that has some impact on the entire landing system
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode