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Should investors chase the pending wave of trillion-dollar IPOs?
Episode 344
Published 3 months, 3 weeks ago
Description
In today's Macro Minute, we explore why history suggests patience may be rewarded, as many of the largest tech IPOs experience significant drawdowns within their first year of trading. We also discuss why 42 Macro continues to favor gold and Bitcoin over long-duration bonds as portfolio diversifiers in an era defined by inflation, financial repression, and the reversal of the Great Moderation.