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13min chapter
Lots More With Neil Dutta
Odd Lots
Impact of Rising Yields on Asset Valuations
Neil discusses how rising long-term yields can negatively affect the stock market, and analyzes the probability of different market scenarios such as deflationary bust, stagflation, soft landing, or inflationary boom. He expresses his conviction that a recession is unlikely and discusses the allocation of investments in the current fluctuating environment.
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