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SI280: Equities for the Long Run? ft. Alan Dunne

Top Traders Unplugged

CHAPTER

Introduction

Neil and Alan discuss their upcoming trip to Miami and the current state of the market sentiment, including the possibility of a blow-off melt-up in equities and the impact of high short-term interest rates on money market funds. They also mention CalSTRS increasing their leverage and its implications for their allocation to less liquid assets.

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