
Darius Dale, 42 Macro - Reflation Is Now The Dominant Market Regime | #366
The Meb Faber Show - Better Investing
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How to Manage Liquid Ased Exposures?
Asi's process is designed to help investors manage he liquid mark if exposures. You need to understand where you are with respect to the growth sign curve, it's a great time to put capital work on a liquid basis. Commoditiesn general tendenty under represented by the prob with commodities that they get over represented at the peak of the cycle,. And energy. These were like, oh my god, you can't buy enough of this stuff. We couldn't buy enough commodities. In a way, you combine enough commodities and two housen 11 con by enough oil and gas, we e nd us in 20 14. This asset class calls for self- correcting vehicles. The reason
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