Capital Allocators – Inside the Institutional Investment Industry cover image

[REPLAY] James Aitken – Macro Strategist Extraordinaire (Capital Allocators, EP.58)

Capital Allocators – Inside the Institutional Investment Industry

CHAPTER

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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