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Good News is Bad News (EP.260)

Animal Spirits Podcast

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Navigating Market Turbulence: The 60-40 Portfolio Dilemma

This chapter discusses the recent struggles of the 60-40 investment portfolio, highlighting its worst performance since 1928 and drawing parallels to historical economic crises. It also examines the stock market's unsustainable growth, inflation's impact on asset values, and the plight of companies like BlockFi and Coinbase in the current economic landscape.

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