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Paul Kim, Simplify Asset Management – Embracing Convexity Through The ETF Structure | #402

The Meb Faber Show - Better Investing

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The Inverse of a Treasury Ts Strategy

One of your biggest strategies is also been playing out in real time pretty quick over the last few months, which is focused on interest rates. How do you hedge it? Well, you had inverse treasury ts. You could by put some bonds or e t f, very expensive, but doable, or very linear and not really a hedge. And meanwhile, you're eating the carry of shorting that exposure. It's kind of like an omage, just like i had to it is in the finte or v c world. That lends street credit to pimo itself.

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