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*This video was recorded on May 8, 2024

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0:00 - Intro

1:45 - Hedge fund strategy

2:24 - Fragilities

4:18 - Debt servicing costs

7:00 - Private debt

9:30 - Disinflation

12:25 - Gold vs currencies

15:05 - Investment implications

18:30 - How many Fed cuts this year

19:30 - Global growth