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Josh Younger on the Soaring Cost of Climate Change and Understanding the SLR
Odd Lots
Are We in a Secular Stagnation World or Not?
Bond market stops at a 30 year instrument, but these risks go out much further. The discount rate actually starts to decline after that 30, 40 year point. Real rates themselves only started to adjust over the past few weeks. It's really been mostly an inflation expectations outlook. With global ex ETFs, we specialize in investments that look beyond household names.
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