Bloomberg Surveillance cover image

Surveillance: Kirby on Debt Ceiling

Bloomberg Surveillance

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The Future of Asset Allocation in the U.S.

The only other place that I would probably really think about allocating to might be parts of Japan because it looks like it's so cheap. Right now is Big Tech sort of a necessary play within that. Basically, you have to kind of ride the Big Tech wave and that's basically what's going to distinguish the U.S. from the rest of the world.

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