Episode 040: It Is What It Is Until It Isn't
- Author
- David Zarling, Ian McMillan
- Published
- Sat 03 Oct 2020
- Episode Link
- None
In this week's episode, David and Ian discuss the great (and then not-so-great) week we had in equities, the recent headline noise, and US Treasuries. David discusses opportunity costs and alpha erosion. And Ian asks if Utilities are really a "bond proxy".
