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Cem Karsan and Andy Constan | PNL For A Purpose

Excess Returns

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Insights on Elections, Market Predictions, and Volatility Shifts

This chapter delves into the uncertainties surrounding equities and bonds, potential market rallies, and the impacts of central bankers on asset prices. The conversation highlights the importance of understanding individual asset volatilities and the shifting dynamics of markets, with a focus on monitoring supply and demand in the context of China's market performance compared to the US.

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