Show Us Your Portfolio: Cem Karsan
Excess Returns
00:00
The 64 Report Folder and the Outlook for It
In a monetary policy driven system, long duration bonds do incredibly well. And by extension, equities also do very well. Why? Well, one more liquidity is being created and pushed into the system. We're at record margins still as a result of loose monetary policy. These are trends that have not just happened recently but we've seen in any other supply side situation.
Transcript
Play full episode
