Andy Constan on Today's Macro Backdrop
The Business Brew
00:00
Navigating Economic Uncertainty
This chapter examines the predicted economic slowdown and its impact on market performance, particularly in the S&P and bond markets. It discusses the contrasting fiscal policies across the U.S. and Europe, the resulting investor behavior, and the implications for market valuations. The conversation also delves into the complexities of gold investment in a turbulent market, alongside emerging trends in asset allocation amidst rising interest rates.
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