Raoul Pal and Dylan Grice discuss when and when not to hedge or go all in. Grice believes it is “easier to react than to predict.” Him and Raoul discuss this topic at length and more. He emphasizes the need to act now rather than later. With regards to asset classes, they get into which classes are interesting to see from a market perspective, and discuss how credit effects them. There is an emphasis to get hands on and get “down and dirty” with regards to the markets and understanding investments. Finally, they end with emerging markets and the possibilities surrounding them.
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