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The 100 Year Pivot | Navigating a Changing Market with Grant Williams

Excess Returns

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Shifts in the Dollar Reserve System and Market Dynamics

This chapter explores the changing dynamics of the dollar reserve system amid geopolitical changes and highlights the risks associated with recent market behavior, particularly the 'buy the dip' mentality among retail investors. It encourages listeners to reconsider investment strategies and emphasizes the importance of capital preservation in a potentially stagnating economy. Additionally, it touches on the transition from globalization to deglobalization and the importance of adapting to local economic conditions.

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