Episode 040: It Is What It Is Until It Isn't episode artwork

EPISODE · Oct 3, 2020 · 52 MIN

Episode 040: It Is What It Is Until It Isn't

from The Weekly Trend · host David Zarling, Ian McMillan

In this week's episode, David and Ian discuss the great (and then not-so-great) week we had in equities, the recent headline noise, and US Treasuries. David discusses opportunity costs and alpha erosion. And Ian asks if Utilities are really a "bond proxy".

In this week's episode, David and Ian discuss the great (and then not-so-great) week we had in equities, the recent headline noise, and US Treasuries. David discusses opportunity costs and alpha erosion. And Ian asks if Utilities are really a "bond proxy".

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Episode 040: It Is What It Is Until It Isn't

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This episode is 52 minutes long.

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This episode was published on October 3, 2020.

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In this week's episode, David and Ian discuss the great (and then not-so-great) week we had in equities, the recent headline noise, and US Treasuries. David discusses opportunity costs and alpha erosion. And Ian asks if Utilities are really a "bond...

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