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5min chapter
L’Oreal Sales Surge, Netflix Falls, Israel Hits Back
Bloomberg Intelligence
Navigating Market Fluctuations and Portfolio Allocation
Exploring market reactions, anticipations of drops, leadership shifts, and the importance of adapting to changing conditions like the 10-year pushing 5%. The chapter covers portfolio allocation strategies, emphasizing a 60-40 split between equities and bonds, advocating for alternative investments, and discussing the impact of lower shares in equity markets and the attractiveness of private investments.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode