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Why Politics Should Drive Your Portfolio Decisions

Why Politics Should Drive Your Portfolio Decisions

Posted December 14, 2022 at 5:00 pm
Real Vision

Former Hedge Fund Manager Russell Clark has a new macro framework.

In this interview with Real Vision’s James Helliwell, he explains why macroeconomics is merely a subset of politics, and how that informs his investment decisions.

Plus, he offers thoughts on how to trade this new thesis. Recorded on December 1st, 2022.

Originally Posted December 12, 2022

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