Chasing the Bond King
The Compound and Friends
00:00
The Importance of Longevity in Bond Management
Bond yields went down basically in a straight line with a few years of exception. He actually questioned himself in one of his last memos to like, have I just been lucky all this time? But what sets him apart from a thousand other bond managers over that? Is it longevity? Is it the fact that he was writing and communicated? Like what? Yes, it's obvious.
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