MacroVoices #367 Luke Gromen: USD Update in the Wake of SVB Collapse
Macro Voices
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The Barbell Approach to Portfolios
Luke Gromen: There are a number of factors that nobody alive and trading has ever seen and lived through before. The volatility we've seen, I think it's going to continue," he says. "I'm inclined to probably take a little bit out of the cash and short-term treasury bucket" on some of these inflation sides,. But again, 'it's really important to be humble about how this could go in terms of the path'
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