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Has Bitcoin (Really) Outshined Gold? ft. Maleeha Bengali

Real Vision: Finance & Investing

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Navigating Concentration and Commodity Risks

This chapter explores concentration risk within the U.S. technology sector, focusing on major companies and their market dynamics, while addressing valuation concerns and investment strategies. It also analyzes the complexities of commodity markets, particularly oil and copper, in relation to economic conditions and demand fluctuations. The discussion extends to the implications of the Federal Reserve's monetary policies, debt dynamics, and emerging trends in assets like gold, Bitcoin, and bonds amidst rising financial uncertainties.

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