long bonds

also referred to as: long bond

2 statements across 2 episodes · 0 bullish · 2 bearish · 2 people on the record · first statement May 14, 2018 by Kim Lew · across every show →

Everything said about long bonds, oldest first

May 14, 2018 bearish
Insight
Lew: Pension long bond demand keeps interest rates lower for longer
“Oh no, that, those rates are going to be low for a long time, because that demand for that long bond is so high, and so when I'm thinking about rates rising, and people kept saying it was going to happen, it was going to happen, and I was like, it's going to h…”
Kim Lew May 14, 2018 ▶ 43:47 Kim Lew – The Carnegie Way (Capital Allocators, EP.52)
Oct 10, 2022 bearish
Assertion Supported
Gave: 2022 losses on long bonds exceed losses on equities
“The most obvious and glaring difference is how this year you're losing more money on long bonds than you are on equities.”
Louis-Vincent Gave Oct 10, 2022 ▶ 7:56 Louis-Vincent Gave – The Case for Emerging Markets (Capital Allocators, EP.275)
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