Rick Rieder on Fixed Income Investments
Masters in Business
00:00
Is the CPI Model Wrong?
George Box: I think markets like to have superficial information to drive big picture thoughts. How do you calibrate a model that has issues and yet are still acting as if the model is dead right? He says it's much more important to me to understand what is the psychology of markets than it is understanding where we really going because you get leads and lags, apartment paying the big one.
Transcript
Play full episode
