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David Aspell on KMLM ETF, Bonds & Portfolio Balancing in Peak Uncertainty

8 min22 maj 2026

David Aspell of Mount Lucas Management talks about his firm's KMLM ETF and how it trades across 22 global markets. He shares his taking an being short bonds and ways it balances interest rate hikes. David also covers how his firm positions portfolios in heightened geopolitical uncertainty. David Aspell of Mount Lucas Management talks about his firm's KMLM ETF and how it trades across 22 global markets. He shares his taking an being short bonds and ways it balances interest rate hikes. David also covers how his firm positions portfolios in heightened geopolitical uncertainty.

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