Market Fragility Ahead
Eric discusses the challenges of maintaining a traditional 60/40 portfolio in a near-zero interest rate environment, pointing to the potential repercussions for pensions. He emphasizes that the next economic crisis will likely differ from past ones, as policymakers are often reactive rather than proactive. The conversation highlights a growing fragility in the market, suggesting that while equity prices may have room to rise, significant declines could also be on the horizon.In this clip
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Eric Peters – Trading and Evolution at One River (First Meeting, EP.18)
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