Duration and Ecosystems
The conversation delves into the complexities of managing duration in investment strategies, emphasizing that treasuries aren't the sole source. Amar highlights the importance of maintaining a liquid ecosystem for long-term benefits, suggesting that chasing the lowest costs can lead to detrimental outcomes. Tracy adds a unique twist by likening fund management to baking, illustrating the nuanced approach required in financial markets.In this clip
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Odd Lots
How the US Treasury Will Fund the Next $20 Trillion in Debt
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