Escape Velocity with Lacy Hunt
The ACID Capitalist Podcast
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I'm Going to Lick the Honey From the Treasury Bond Yield at 3.8
Jeffrey Charman: "I was running a billion dollar hedge fund. Let's be really bullish" He says he'd buy 100 billion treasuries today, and then taper back if yields go down to 2-2/5 percent. If we come down to two and a half percent, you make like 50, 55% of your money in one handle, according to Charman. That's just on a delta one of like one X or NAV.
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