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Alex Gurevich on Global Macro Investing Strategies

Masters in Business

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Navigating Quantitative Tightening and the Rise of Digital Currencies

This chapter explores the ramifications of quantitative tightening on portfolio management and trading strategies, detailing the Federal Reserve's approach to interest rates and balance sheets. It also addresses the role of cryptocurrencies, particularly Bitcoin, as a store of value in light of potential central bank digital currencies.

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