#12 The Value Architect
Behind the Balance Sheet
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Is There a Recession Forecast?
Over half of economists now forecasting a recession, but the analysts don't seem to v bothered cutting their numbers. I'm thinking, you know, there's some disconnect here. What would be the maximum of cash you told ers pand in the market? Yo, it depends on the market, in the mandate. But, i mean, we've run as high as forty % over the last ten years. It's all so that's the function of both top down and bottom up opportunity set.
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