Alex Proimos & Allen Sukholitsky

Distortions, cyclical investing and understanding the channels of money | Allen Sukholitsky

14 Jul 2020 • 34 min • ??
34 min
00:00
34:33
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This episode discusses the disconnect between the economy and the equity markets, the changing relationship between valuations and future returns, the importance of tactical allocations in this environment, determining market expectations, finding diversification in a world driven by central bank policy, and commodities as a hedge against systemic risk.  

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