Show Us Your Portfolio: Cem Karsan
Excess Returns
00:00
The Future of Bonds
This should be a very good decade for all people with edge. The opportunity set should increase, but also because relative to equities and beta, there's likely to be a greater opportunity. You're able to get the bond exposure while still getting whatever other exposure you want. When interest rates were zero, it didn't matter. But now that you can get 5% under the hood, if I can go buy a bond, a short-duration bond, and get 5%. It gives you an inflation-embedded inflationary hedge.
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