TIP 116 : The 35 Year Bond Bubble w/ Grant Williams (Business Podcast)
We Study Billionaires - The Investor’s Podcast Network
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Investor Preferences, Market Rationality, and Gold Investment Post-Election
The chapter delves into the potential shift towards treasuries by investors over other sovereign bonds, debates on market rationality influenced by passive strategies and AI, and the importance of active management in volatile market conditions. They also discuss similarities between the current market and the Japanese bubble, caution in financial markets, and the significance of holding cash as an underpriced option. Additionally, the conversation analyzes investment opportunities in Asian markets, cash as optionality, and differing investor perspectives on gold post-election.
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