
#994 - Does Inflation Matter to the Fed? | with Cem Karsan
Real Vision: Finance & Investing
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Optimizing Investment Strategies for Diversification and Profit
Exploring the benefits of an all-weather portfolio strategy with a focus on non-correlated investments and thematic equities to navigate through periods of inflation. Emphasizing the importance of uncorrelated alpha returns and challenging the conventional 60-40 investment model. Delving into market correlations, liquidity concerns, and predicting potential market trends amidst rising inflation and upcoming federal conversations.
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