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Quantum Solace of Finance

The ACID Capitalist Podcast

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The Risks of Long-Date Government Bonds

The risk free right now is sitting down there, even the Fed's fund rate. You have to do better than 5%. So, obviously that puts equities into question. I love long dated US government bonds because of their implicit leverage. And then you've got like just this, you've got so much ammunition if everything really comes off. It would be available for your anisitor for a hedge fund.

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