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[REPLAY] Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
Capital Allocators – Inside the Institutional Investment Industry
Navigating the Post-Crisis Economy
This chapter explores the implications of past financial crises on current economic policies and corporate behavior, particularly in relation to investment strategies. It emphasizes the shift towards lower leverage and simpler portfolio constructions in response to persistent low return environments and the challenges faced by pension systems.
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