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22min chapter
The Anatomy Of Bubbles | Jonathan Treussard on Private Credit, Nvidia, and Dangers of “Engineered Yield”
Forward Guidance
Navigating Global Economic Risks and Financial Engineering
The chapter explores the implications of a potential new Cold War between the US and China on global economic dynamics, manufacturing shifts, interest rates, and stock market valuations. It also delves into the structural issues of the European economy and the challenges faced due to a shared currency controlled by the European Central Bank. Additionally, it discusses the intersection of option theory and life cycle planning, highlighting its application in managing risk and making strategic career decisions.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode