The Halfway Point of 2023
The Dividend Cafe
00:00
The Fed Breakage and Emerging Markets
AQR report says emerging markets may have the greatest disconnect of value in history. I just don't think that's the way you want to be investing money in the second half of this year. Tail risk out of the Fed breakage needs to be factored in, and then number six is housing. We're not going to have a DC today or Tuesday because of the Fourth of July holiday.
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