Fragmented Recession Insights
Josh discusses the concept of a localized recession, highlighting how different regions can experience economic downturns while others thrive. He challenges the narrative surrounding the death of the 60/40 portfolio, asserting that it remains a robust investment strategy today, especially when considering the strong correlation between bond yields and future returns.In this clip
From this podcast
The Prof G Pod with Scott Galloway
Prof G Markets: Ozempic’s Market Impacts and Surging Bond Yields — with Downtown Josh Brown
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