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Business Optimism Crashes (EP.307)

Animal Spirits Podcast

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The Double Inversion of the Corporate Bond Yield Curve

The bond market still does not agree with the Fed at all. Since 1990, the US has outperformed so much that if you own international stocks, it doesn't seem to make any sense. We have gotten a ton of questions over the years about why diversify internationally. Why own foreign stocks when US stocks are obviously the only game in town and they outperformed for a long time now?

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