#1015 - What Geopolitic Risks Are Not Priced In? | with Jacob Shapiro & Marko Papic
Real Vision: Finance & Investing
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Global Market Risks and Bond Market Concerns
The chapter explores the risks impacting global markets, particularly focusing on the bond market and the potential implications of rising rates on equity prices amidst US economic growth. Discussion includes monitoring the US economy and Federal Reserve actions, with attention to the vulnerability of the bond market and potential black swan events like unexpected natural disasters.
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