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KK7NIL
21 days ago
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Boom, bubble, bust, boom. Why should AI be differe...
I would stay away from US fixed income due to low spreads, higher than usual inflation and a devaluing currency in forex.
I'd say ex-US international value stocks, especially EU, are a better hedge.
tempestn
21 days ago
[–]
Agreed on globally diversified value stocks/funds. Personally I still like to have a fixed income cushion as well, though there are certainly arguments both ways on that. (And on whether to globally diversify the bonds you do hold.)
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I'd say ex-US international value stocks, especially EU, are a better hedge.