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9min chapter
Navigating the next super cycle
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Navigating the New Regime of Rising Interest Rates
Exploring the shift from cyclical to structural changes in the economy post financial crisis, this chapter delves into the implications of rising interest rates, inflation, and government debt on companies and asset allocation. Emphasizing diversification and longer time horizons for investors, the discussion also covers the market's focus on risk assets and AI-related investments.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode