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2min chapter
A Housing Recession (EP.281)
Animal Spirits Podcast
Introduction
Michael Batnik and Ben Carlson: Masterworks just had another exit from one of their paintings. They've sold two condos, a Monet, a Banksy, Sam Gillian, Cecily Brown. If you were to tell me at the beginning of the year that we'd have one of the worst year ever for most asset allocation strategies, I expect a lot will resentment,. But it seems rather chill. What's your best guess as to why now you and I let him jump in?
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