Nvidia and Geopolitics Impact on Markets
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Navigating Post-Election Asset Allocation
This chapter examines shifts in asset allocation strategies following recent elections, highlighting the widening variance in outcomes while maintaining stable expected values. The speakers discuss the outdated 60-40 investment model, advocating for diversification and alternative investments amidst economic uncertainties. Additionally, they reflect on sector outlooks, technological advancements, and market volatility, alongside a lighthearted exploration of Winnipeg's climate and the possibility of future podcast episodes from the region.
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