Perpetual Bond

topic on 1 show · 1 statements across 1 episodes

Capital Allocators

1 statements about Perpetual Bond, every show

Inker: Equities are longer duration than perpetual bonds due to cash flow growth
“Equities are in principle an exceptionally long duration asset. Relative to bonds, they are both a perpetuity, so there is no maturity date, and that makes them long duration. But also, they're even longer duration than a perpetual bond because their cash flow…”
Ben Inker Mar 30, 2020 ▶ 43:18 Ben Inker – Value Investing at GMO (First Meeting, EP.17)

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