EPISODE · Apr 7, 2025 · 0 MIN
TIME TO CHANGE STRATEGY?
from Capital Flows and Asset Markets · host Russell Clark
This is a free preview of a paid episode. To hear more, visit www.russell-clark.comWondering whether it is time to change strategy might seem like a very odd thing to say. If I had to estimate year to date performance as of close Friday, it would be up as much as MSCI world is down, but with a net pretty close to neutral. Pretty good. So what is the problem?
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