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14min chapter
Jim Masturzo - Fragile Markets, Strong Portfolios: 2025 Asset Allocation Playbook | #570
The Meb Faber Show - Better Investing
Navigating the Fixed Income Frontier
This chapter explores the intricate dynamics of fixed income markets, particularly focusing on bond yields and the implications of current market anomalies. It examines Japan's economic history and its lessons for other economies, while also analyzing the current state of employment and manufacturing. Additionally, the discussion highlights the importance of commodities in an investment portfolio and shares insights on investment strategies, particularly trend-following approaches.
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