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Keeping it Simple | Ep. 25: Transitory or Purgatory?

Keeping it Simple with Simplify Asset Management

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The Evolution of the Bond Market

The best ticket out there is agency mortgages hands down. You can get 5.5% with zero credit risk. And it's basically covered call strategy. There are 175 over the curve. That's a hundred basis points more than their forever average. I think that you're actually in a really interesting place for the distribution of those, particularly in the secondary market.

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