To Survive Disasters, You Need Smiles (guest: Steve Hou)
The Market Huddle
00:00
Are You Surprised by the Term Premium?
Investors are operating with the most memories of last 10 years or 20 years, right? People are informed by their own lived experience. I think that the term premium has come in over the last couple of years. The inflation swaps curve got really elevated at the front, but far dated inflation didn't rise as much as I would have thought.
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