Roberto Croce - Trend and Carry Within Assets, Across Assets, and Over Time (S6E8)
Flirting with Models
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The Two of Coins: A Tarot Card That Resonates With You
Risk parity is the one I would look at right now. It didn't do so last year. Risk parity tends to come ripping out of drawdowns like this quite aggressively. Bons are to appreciate then those lower discounts rate starts to get factor into equity prices and then risk assets recover as well. Rob, this has been absolutely fantastic. Thanks for really appreciate it.
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