MacroVoices #232 Vincent Deluard: The Nuclear Winter of the 60/40 Portfolio

Macro Voices - Un podcast de Hedge Fund Manager Erik Townsend - Les jeudis

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MacroVoices Erik Townsend and Patrick Ceresna welcome Vincent Deluard to the show to discuss the shortcomings of 60/40 portfolio, why inflation still hasn’t happened, and if the U.S. dollar is facing the beginning of its demise and more.  Link: https://bit.ly/3iDyBAz

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