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2min chapter
How should I be positioned? with Ken Caplan (Blackstone) and Jason Draho (UBS CIO)
UBS On-Air: Market Moves
Understanding Economic Dynamics and Investment Strategies
This chapter explores the complex relationship between macroeconomic changes and interest rates, emphasizing the concept of reverse causality. It highlights the importance of focusing investments on sectors with strong growth potential while offering insights for future discussions.
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