Animal Spirits Podcast

Talk Your Book: Betting on Duration

Nov 6, 2023
Alex Morris, Co-Founder and CIO of the US Benchmark Series, joins the hosts to discuss making bets on duration, risks on the treasury curve, finding asymmetries in fixed income, and more! They explore trading strategies, bond purchases vs ETFs, impact of interest rate changes on bond prices and yields, buyers of institutional debt, and consensus on rates.
Ask episode
Chapters
Transcript
Episode notes