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3min chapter
Martin Pelletier & Joseph Wang on Stock Market Concentration, Cash-Futures Treasury Basis Trade, Structured Products, and New York Community Bank
Forward Guidance
Introduction
This chapter discusses the strategies used to navigate the market environment and the goals-based approach to investing, including minimizing return variability. It also addresses portfolio performance, the impact of Silicon Valley Bank, and missed opportunities.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode