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Jim Masturzo - Tactical Asset Allocation (S3E4)

Flirting with Models

CHAPTER

Is This the Last Pandemic?

This is an idiosyncratic event, but one in which we are likely to see another global pandemic in our lifetime. The responses are the same play book, just bigger. If every crisis is going to be more mulus, what does that mean for ass at prices? You can very quickly create a story for a v shaped recovery at higher markets, or higher s and p i should say, with lots of stimulus.

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