Today’s talk Your book is brought to you by JP Morgan:
On today’s show, we discuss:
Natural evolution and silver linings
Three interconnected themes: Economic citizenship, capital and investment; AI Innovation and adoption
Diversifiers in other ways, the 60/40 plus plus portfolio
Where are we in the evolution of private markets and expected return
Addressing the challenges of independent forecasting markets
Is the disclosure of foreign equities in 2025 here to stay?
Forces compete in the economy, and why there is reason for optimism
The increasing concentration of shareholders in international markets and the rise of repatriation
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