Where to Invest in the Future

The video discusses investment strategies in the current economic climate, focusing on distressed markets like fixed income and small caps. It highlights the potential of small caps in economic recovery, the impact of global exposure, and the importance of understanding market cycles. The discussion also covers the transition to a new investment paradigm with higher inflation and interest rates, and the differences between private and public market valuations.

What are the potential risks mentioned regarding defaults in the current market?

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What does the speaker imply about the relationship between inflation and interest rates?

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How does the speaker view the future of private investments in relation to public markets?

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