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Friday, April 26, 2024

What if the cost of capital never rises? Ben Carlson on The Compound

 

What if the cost of capital never rises? Ben Carlson on The Compound

Courtesy of 

Continuing the discussion raised by Bernstein’s question, and the post I did yesterday, which has been spreading like wildfire (thanks so much for reading and sharing!)…

Here’s Ben Carlson and I about the implications for portfolio construction, asset allocation, capitalism, etc.

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