Active-Manager Revenge Gains Steam as Funds Thrash Benchmarks

The video discusses the shift from ETFs to mutual and actively managed funds, questioning if this trend will sustain. It examines the impact of central bank policies, like quantitative easing, on passive investing. The treasury market is analyzed, highlighting economic inconsistencies with low yields. The discussion also covers inflation's impact on safe investments and provides an outlook on market correlations and volatility.

What are the implications of a low 10-year Treasury yield in relation to the economy?

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How might inflation impact the attractiveness of Treasury bonds?

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