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Episode 50 - October 2024
Oct 15 2024
Length: 22 mins
Podcast

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Episode 50 - October 2024

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Summary
In this month's episode, we cover these topics:
Market Update (starts at 0:35)
Portfolio Update (2:28)
Philosophy Behind the Allocation (3:12)
Structure of the Portfolio (6:50)
Rate Cut (9:38)
Inflation Sanity Check (15:55)
Forward Valuations (17:07)
Looking Ahead (18:38)
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