All-In with Chamath, Jason, Sacks & Friedberg
Ray Dalio | The All-In Interview
Ray Dalio
The bonds themselves have become such a large, US treasury bonds and US debt has become such a large part of the portfolio that it's even from a portfolio rebalancing point of view, you don't want so much concentration. All of those factors are in play for the supply, demand and bonds. That's why I emphasize, you have to look at the supply and demand of bonds.
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