Alpha Exchange cover image

Dylan Grice, Co-founder, Calderwood Capital

Alpha Exchange

CHAPTER

What Are the Vulnerabilities in 6040?

The end of 2021 wasn't so different from 2017 or 2018. We were starting to get a little bit nervous that inflation was not actually going to be transitory and that there were going to be problems in the bond market. But again, as I said, we don't build a portfolio on that. It's not like we go out and take a big bet on that. So yeah, we certainly started to grow more nervous at the end of 2021. The very best you're going to do is zero.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner