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Raoul Pal & Julian Bittel: Making Sense of Everything (Masterclass)
Raoul Pal: The Journey Man
Embrace Concentrated Risk for Thriving Investment
Diversification in investments is becoming less effective in an environment where concentrated risk-taking can lead to greater rewards. Recognizing the increasing liquidity globally at 8% per year sets a crucial baseline for investments, alongside an estimated 4% inflation creating a daunting hurdle rate of 12%. Failing to achieve returns above this threshold can diminish future wealth. Therefore, adopting a strategy that prioritizes concentrated investments intelligently can be a more sustainable approach to wealth building in today's economic landscape.
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