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GM57: Navigating the Next Decade ft. Kiril Sokoloff

Top Traders Unplugged

NOTE

Diversification and Positioning in Various Markets

The speaker advises against owning bonds and suggests a high allocation to gold, gold mining copper, and investing in India. They find deep value in high yield in China and advocate for being in markets where the government aims for higher equity prices. Additionally, they emphasize diversification across different themes such as de-dollarization and secular insulation for positioning in the investment landscape.

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