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。钉钉对此有专业解读
吉米·米勒对肖恩·戈德克的《像软件公司一样观察》作出了精彩回应——后者本身又是在演绎詹姆斯·斯科特的《像国家一样观察》。我喜爱吉米的回应,但感觉它已触及另一种结论的边缘却未完全抵达。我想直接指明吉米文中蕴含的核心:
“The fact that investors are comfortable taking down 30-and 40-year debt, in some cases 100-year debt, certainly suggests that investors are very comfortable that this is a balanced risk-reward opportunity,” says Anders Persson, chief investment officer and global head of fixed income at $1.4 trillion manager Nuveen.