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SI309: Bonds Behaving Badly ft. Katy Kaminski

Top Traders Unplugged

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Reassessing the 60-40 Portfolio

This chapter analyzes the challenges faced by the traditional 60-40 portfolio model and explores alternative investment strategies focusing on long-short signals across different asset classes. The speakers highlight the need for tactical decision-making and question the conventional wisdom around gold as a safe haven during market downturns.

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