
[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)
Capital Allocators – Inside the Institutional Investment Industry
Challenging Market Assumptions and Expertise
This chapter explores the key assumptions influencing market behavior, particularly regarding U.S. interest rates and the relationship between stocks and bonds during inflation. It emphasizes the need to question established market beliefs and acknowledges the subjective complexity of expert opinions.
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