Surveying the wreckage
Unhedged
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Navigating Market Volatility
This chapter examines the impact of increased volatility in global trade on investor behavior and risk budgeting. The speakers discuss the implications of weakening US bonds and the dollar, the surge in gold prices, and the shift towards momentum trading. They emphasize the need for caution and vigilance amid unpredictable market conditions, highlighting potential risks for hedge funds and investment strategies.
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