RS Investment Club podcast

Insights from Hedge Fund world and Private Equity Investment Clubs Portfolio Strategy independent thinking...

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Tuesday Jul 14, 2020

The Credibility Of the US Dollar.
ZOMBIE COMPANIES has rocketed to new all-time highs.
Gold/Silver miners
Predicting absolute performance vs. relative performance
USD, Commodities, EM theme, we’re looking to broaden our bets on global reflation. 
I don´t see stock market narratives being wrong? Why?

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