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Are AI stocks going to crash? Why Drew is holding FANG & 100% growth in Super

Australian Investors Podcast

CHAPTER

Navigating the Risks of Private Credit and Government Investments

This chapter examines the potential consequences of a US government default and currency debasement, suggesting limited impact on investments. It highlights the importance of understanding risk premiums and delinquency rates, urging investors to adjust expectations based on the evolving market dynamics, particularly within the Australian investment landscape.

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