He did? I thought that was more of saying callable treasuries, which largely ended in 1982, were off the table.hillclimber wrote: ↑Wed Apr 06, 2022 5:42 pm HFEA was designed the way it was because hedgefundie assumed 1970's style inflation was off the table. Gold, commodities, and tips can be used if you disagree with him.
I seem to recall Hedgefundie admitting that a major risk to HFEA is if stocks and bonds dive downwards together, similar to 70's inflation. I could be misremembering though.