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3min chapter
Dr. Benn Eifert - Bad Ideas (S3E3)
Flirting with Models
Fixed Income
On the structured seller side there's almost a bureaucratic impediment to stopping those programs once those programs get in the portfolios. To actually remove them is a proactive action you have to take and very often it's always the path at least resistance which is i just keep it going. I think these kinds of events really remind people why a simple 60-40 portfolio has been great for the last 10 years but that a rethink might be warranted.
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