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Will Janet Yellen Pull the Trigger? | Andy Constan
Forward Guidance
How to Be a Bullish Investor in Risk Assets
Andy Cevallos: I would establish three horizons for your question. There's the next month, which my positions are long assets. Bond stocks. I don't have any gold right now for my alpha portfolio. Then there's the second thing, which is my three to six months outlook. And then there's long term. He says he believes in diversification across as many assets as you can find across as many different countries as possible.
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