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Nothing Destroys Inflation Like a Recession | Darius Dale
Forward Guidance
The Risk of Bonds Winning't Act as a Hedge Anymore
Dariuszewski: Markets are in a very higher volatility state. It's not going to be easy to make money. If you don't have real sort of thoughtful uses of your cash, real thoughtful ways to kind of play this, then you have to have more cash. And if you're an institutional investor, obviously the name of the game and its social finance is just hygres,.Going up capital structure, going up the market capitalization structure, going into defensive sector style factors and things of that nature.
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