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Jan van Eck: ETFs, Global Macro, Tokenization

Raoul Pal: The Journey Man

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Investing in Financial Assets

The speaker reflects on their past strategy of over-weighting fixed income and discusses the current state of the market and their views on investing in financial assets. They touch on market tops and bottoms, the potential impact of the Fed's interest rate hikes, and the need for portfolio normalization. Overall, they express a constructive view on investing in financial assets with caution about market digestion.

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