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Gold, Bonds and All That Jazz with Lauren Goodwin

RiskReversal Pod

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Navigating Economic Currents

This chapter delves into the complexities of the current housing market and mortgage rates, examining their broader economic implications. The speakers analyze the impact of Federal Reserve policies, labor market dynamics, and global economic factors, including currency volatility and private credit landscapes. They emphasize strategic asset allocation for investors amidst these changing conditions, highlighting opportunities in various sectors while discussing the challenges posed by illiquidity and market performance.

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