Currency Regimes Shift
The conversation explores the evolving landscape of currency regimes, highlighting the potential of blockchain technology beyond bitcoin. With the US-China rivalry influencing future currency dynamics, understanding these long-term trends could enhance investment strategies. The discussion emphasizes the importance of adapting traditional asset allocation to account for these emerging trends, even when immediate investment opportunities may not be clear.In this clip
From this podcast
Capital Allocators – Inside the Institutional Investment Industry
Tim McCusker – Consistency and Creativity as CIO at NEPC (Capital Allocators, EP. 80)
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