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18min chapter
How Arthur Hayes Has Prepared His Portfolio for the Elections - Ep. 728
Unchained
Navigating Economic Turbulence: QE, Bonds, and Global Insights
This chapter explores insights from a commodity investor conference, addressing the precarious state of the U.S. banking system and the possibility of the Federal Reserve re-engaging in quantitative easing. It reviews the impacts of recent government bond yield changes and discusses the implications of geopolitical events, particularly in China and Japan, on global markets. Emphasizing sound investment strategies amidst political and economic uncertainty, the chapter highlights the importance of understanding monetary policy shifts over electoral outcomes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode