Future of Bonds
The discussion delves into the implications of negative real rates, driven by government constraints and the evolving landscape of technology. With a belief in the eventual obsolescence of traditional bonds, the focus shifts to decentralization as a significant theme for the next decade, particularly through blockchain innovations. As labor shortages persist, the integration of advanced technologies like robotics and AI becomes crucial in addressing economic challenges.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Jordi Visser – Analytics and AQ at Weiss (Capital Allocators, EP.221)
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