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3min chapter
Upside Risks to Inflation and Outlook for a US Recession
Bloomberg Surveillance
Market Investment Strategies for Public and Private Markets
The chapter offers guidance on navigating investment strategies, emphasizing a shift away from AI trades towards sectors like consumer finance, discretionary financials, and industrials, as well as diversifying into private markets such as growth equity and private credit. Insights on inflation, market volatility, and economic security from Anastasia underscore the importance of a well-rounded investment approach.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode