Navigating the next super cycle
Unhedged
00:00
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.
Transcript
Play full episode
