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7min chapter
2025’s Biggest Market Trends And Opportunities | Jay Singh
The David Lin Report
Shifting Sentiments in Risk Assets
This chapter explores the transition from skepticism to optimism regarding risk assets, particularly in the bond market with a focus on declining 10-year yields and rising mortgage rates. The speakers discuss investment strategies, including short positions and diversifying portfolios, while emphasizing the importance of maintaining cash allocations amidst evolving market dynamics.
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