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BlackRock's Rick Rieder on the State of the Markets | #446

The Meb Faber Show - Better Investing

CHAPTER

Is the Yin-Yang, Back and Forward Framework Working?

I think inflation will stay sticky high, but it's going to come down for these levels. The one thing I worry about is the Fed over titans that did this a while ago. We tend to come at security selection, sector allocation more for a fundamental point of view and then signals portfolio construction.

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