During the last six months, Vitaliy has skewed IMA’s portfolios extra in the direction of protection corporations. Why? The world seems much less protected at this time than at any time for the reason that Berlin Wall got here down. Quick-forward twenty years from then to now, and we discover a drastically completely different world. On this podcast, Vitaliy explains his ideas on the US, China, and the function protection corporations play in IMA consumer portfolios.
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The publish US and China: Within the Foothills of Chilly Warfare – Ep 100 appeared first on The Mental Investor.