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20min chapter
The Bond Market Is Tanking. Is It Time To Buy? | Nanette Jacobson
Forward Guidance
Cautious Approach to the Market and Investment Strategies
They discuss their cautious approach to the market and how they have adjusted their investment strategies. They highlight challenges and opportunities in different countries and sectors, with a focus on the overvaluation of US stocks and the potential for outperformance in Japan. The chapter emphasizes the importance of stock picking and discusses the concept of quality stocks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode