duration advantage

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jan 9, 2023 by Gregg Lemkau · across every show →

Everything said about duration advantage, oldest first

Jan 9, 2023 bearish
Insight
Having a long duration capital advantage does not play in public markets
“If duration's our advantage, it doesn't really play in public markets.”
Gregg Lemkau Jan 9, 2023 ▶ 37:20 Gregg Lemkau - The Evolution of MSD (Capital Allocators, EP.291)
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