The $9 Trillion Risk | Rupert Mitchell on the Unwind of US Dominance - And What Comes After It
Excess Returns
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Exploring the Bushy Portfolio
This chapter discusses the innovative Bushy portfolio, which combines strategic holdings focused on yield and tail hedging, diverging from traditional investment models. The speakers analyze the portfolio's construction, emphasizing exposure to international equities and sectors like energy and precious metals. They also address the challenges posed by private credit bubbles and undervalued global assets, illustrating a shift in investment opportunities amidst current economic trends.
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