fixed income portfolios

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 7, 2023 by Chamath Palihapitiya · across every show →

Everything said about fixed income portfolios, oldest first

Apr 7, 2023 bearish
Assertion Supported
Chamath: Pension fixed income portfolios hold commercial real estate debt
“A hundred percent for sure in the fixed income portfolios of all these pension systems are the debt that was used to finance these buildings by the REITs and by, you know, the big real estate funds that put those things together.”
Chamath Palihapitiya Apr 7, 2023 ▶ 45:41 E123: Trump indictment, de-dollarization, should VCs back Chinese AI? RIP Bob Lee
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