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Navigating Risky Investments and Inflation
This chapter examines the intricacies of investing in risky assets and their potential benefits for a global stock market portfolio amidst rising inflation. It discusses the challenges faced by the Federal Reserve and Treasury in managing monetary policy and controlling inflation, while suggesting that investors need a patient and strategic approach to adapt to shifting economic conditions.
Cullen Roche talks about the current market conditions and various trade ideas for navigating this landscape.
Cullen has managed hundreds of millions of dollars for the past two decades. He is the founder of Pragmatic Capitalism, the author of multiple investing books, and a regular guest on Bloomberg and major financial news outlets.
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