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S1E28: Market impacts of scarcity and how to position yourself: WealthBT (Ep 28)

WealthBT

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The Importance of Endowment-Style Investing

The traditional 60-40 portfolio is back. Bond yield will remain higher than in the past, and this suggests bonds will once again be a viable source of positive real income. High interest rates also mean central banks will have more room to cut their interest rate in the event of recession or financial crisis. And equities are looking more attractive compared with last year due to the fall evaluations as well.

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