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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
The Meb Faber Show - Better Investing
The View I Hold - Equities Are Much Safer Than Bonds
The view I hold very dearly is we've completely undermined in the Western world our single biggest comparative advantage. People's perception of safety is completely wrong and partly because people equate safety with volatility. The assets that you think are unsafe are probably much safer than you think they are.
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