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GM41: Global Macro Face Off ft. Cem Karsan & Alfonso Peccatiello
Top Traders Unplugged
The Power of a True Global Macro Mind
Alfonso: The world is becoming more bipolar. I think nobody can deny that when it comes to investments. When the Chinese reopening was actually one can almost call it a geopolitical event, write a decision to reopen the second largest economy in the world. Those are places that obviously if you don't care about politics and geopolitics at a global level, so you're not going to look there. But sometimes you can widen your horizons and take a broader perspective and actually be able to generate some interesting returns in those places.
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