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Exploring the influence of passive investing on market concentration and the domination of profits by a select group of companies. Discussing the impact of aging population on investments, the response to economic shifts like COVID, and the need for revised asset allocation strategies. Highlighting the potential resurgence of commodities as investment flows shift amidst changing economic cycles and interest rate impacts.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode