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8min chapter
US Consumer Sentiment Falls, Bump Stock Ban Tossed
Bloomberg Intelligence
Navigating Economic Challenges and Investment Opportunities
Exploring the current economic landscape, including a slowdown in growth and inflation, the chapter discusses strategies such as owning treasuries as a hedge, investing in high-quality spread products, and focusing on duration risk with potential rate cuts. It also highlights the importance of diversifying investments, considering industries focused on electrification and AI, and a cautious approach towards trading political risks in the European bond market.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode