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GM51: Allocating Assets when Goldilocks Inverse ft. Christian Mueller-Glissmann

Top Traders Unplugged

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Analyzing Macro Framework and Inverse Goldilocks in Asset Allocation

The speakers discuss their macro framework for asset allocation, examining the three cycles they consider and the uncertainty surrounding the structural cycle in the next 10 to 20 years. They also explore the current environment, focusing on the interaction between the business cycle and the sentiment cycle, and discuss the challenges and market pricing moving forward.

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