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15min chapter
SI309: Bonds Behaving Badly ft. Katy Kaminski
Top Traders Unplugged
Navigating Divergent Monetary Policies
This chapter examines recent shifts in monetary policy from central banks around the world, focusing on the differing strategies employed by the Bank of Japan, the Federal Reserve, and the Bank of England. It highlights the challenges and opportunities for investors in adapting to a less synchronized economic landscape, emphasizing the importance of divergent thinking in investment strategies. Additionally, the discussion explores the complexities of global markets, including trends in equities, commodities, and bond performance amidst ongoing geopolitical and economic uncertainties.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode