15min chapter

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Reconciling Opposing Truths (guest: David Cervantes)

The Market Huddle

CHAPTER

Navigating Between Nominal and Real Returns in Portfolio Building

The chapter emphasizes the importance of considering real returns versus nominal returns when constructing a portfolio, highlighting the impact of future liabilities on allocation strategies. It also explores the evolution of technology from web one to AI applications and speculates on potential future uses in various sectors. Additionally, the discussion covers recent financial events, market volatility, inflation expectations, and their influence on the Federal Reserve's decisions.

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