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サマリー
あらすじ・解説
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)