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giroux new interview


some insights new to me :
- expects leveraged loans to work opposite gov bonds ( regardless of +/- changes to stock-to-bond correlations?)
- if running an endowment, would allocate to middle-market private equity (and credit?)

rest of the interview was great, but more usual.
https://www.toptradersunplugged.com/podcast/what-every-investor-should-know-about-valuations-ft-david-giroux/

[dont let the dumb 'traders' podcast name fool you, some great names appear]
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