On January 9th we discussed Bloomberg’s Latest Commodity report, Ray Dalio’s January Presentation, Stock Duration, and the Policy parallels of the 1970s and today.
Source Documents
Dalio
Bloomberg
Slides
Dalio Notes
Bloomberg Notes
Topic: Bloomberg Report, Dalio’s Powerpoint, Stock Duration risk, Q and A
Date: Jan 9, 2022 02:53 PM Eastern Time (US and Canada)
Meeting Recording: