Balaji is not just stupid but fundamentally in bad faith. They bought LONG maturity treasuries; it's the duration not the treasury part. I OWNED (and still OWN) treasuries but did well. Why? Because short duration. @Balajis is dishonest. https://t.co/fO1Rtxsni2
— Nassim Nicholas Taleb (@nntaleb) Mar 14, 2023
via Twitter https://twitter.com/nntaleb
March 14, 2023 at 07:48PM
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