1.Higher For Longer risk
The long-term rate of inflation model is unlikely to come down any time soon (outside of a deflationary recession), which means high bond yields may be here to stay (new higher range)
2.I mean, there are exceptions to the rule, but it kind of makes sense right?
yeah probably some selection bias going on... only founders who are able to transition to CEO will make it to and through IPO I would guess
Could be some survivorship bias too. Company thriving, founder stays in place. Company not doing so well, founder gets replaced.
3.Demographics = Destiny?
...if so, maybe we need to take a closer look at Frontier Market equities!
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