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Cycles Against Trends (guest: Alfonso Peccatiello)

The Market Huddle

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The Future of Macro Investments

By 2028, most of the voters in the US are not going to be boomers or gen X anymore. And you're going to take over on us, Alf? Yes, pretty much. This is I think the most important question for macro investors over the last of the next five to 10 years. We should expect a shift towards a broader acceptance of government deficits.

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