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3min chapter
Weekend Edition: The Year That Was, and the Year That Will Be
NAB Morning Call
Redefining Investment Strategies Amidst Market Uncertainties
This chapter critiques the current state of U.S. equities as overpriced, advocating for a defensive asset allocation strategy that favors Australian equities and investment-grade credit. The discussion also touches on long-term valuation trends, currency considerations, and wraps up with reflections on the podcast's success and a farewell to listeners.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode