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The idea that central banks have the markets back only go so far. If inflation does accelerate or stay high from here, it might mean they feel their hands are tied when it comes to reacting to a market swoon. And buying the dip, which has been winning strategy for the paste decade, suddenly doesn't work any more - and people get their faces ripped off. So how can something happen in public markets lead into private markets, or vice versa? How can central bank policy effect a prosicical risk taking and leverage and so on? And i think there's a lot to watch out for.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode