Weekend Reading, Listening and Viewing August 7th
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August 07 2020

Commentary by Eoin Treacy

Weekend Reading, Listening and Viewing August 7th

AQR: Value and Interest Rates Are Rates to Blame for Value's Torments?

YouTube: Quill Intelligence Interview Series — Danielle DiMartino Booth with Jeffery Gundlach

Invesco Global Sovereign Asset Management Study 2020

World Gold Council: Gold and central bank reserve management during the Covid-19 pandemic

Pinebridge Capital Market Line

BNP Paribas: What To Expect After The Great Pandemic Of 2020

Matthew’s Asia: New Economy Sectors and Asia’s Recovery

Baillie Gifford: It’s Time To Look East

Blackstone Quarterly Webcast: The Square Root Recovery Has Begun

UBS: Three emerging trends in a changing world

Aviva: When will we learn our lesson from pandemics?

Wellington Management: Back to before or protracted pain ahead?

Nassim Nicholas Taleb on the Pandemic

Preqin: Alternatives In 2020

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Eoin-As a very long time subscriber I would like to thank you for the excellent service you provide. Your explanation of the "financial repression" term today was superb. I also want to thank the subscriber who asked the question. Best rgds

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Eoin -long term picture video What a masterful summary of the position we find ourselves in and a clear sighted exposition of the opportunities and threats that face us in 2021. Thank you again for your guidance.

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Weekend Reading, Listening and Viewing August 7th Comment of the Day

Commentary by Eoin Treacy

Weekend Reading, Listening and Viewing August 7th
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