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Revenge of the Hedge Funds
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Is There Still a 60 Forty in the Market?
Bo: We're approaching some interesting levels on both stocks and bonds. I think at some point you have to wonder if enough has been priced in for a recession. Bo: It's always a good time to be an alternative, because you just have these extra levers to pool. He says private credit is iliquid, which means it doesn't trade on technical market dynamics.
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