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Harley Bassman discusses macroeconomic trends, investment strategies, and market insights, focusing on persistent inflation, fiscal deficits, passive equity flows, mortgage-backed securities, long-dated bond options, private credit, MLPs, and gold as an alternative currency.
Steve Hou discusses his Bloomberg Indices "Reformers Index" strategy, which systematically identifies and invests in companies experiencing fundamental improvement, demonstrating how stocks moving from "bad to less bad" can potentially outperform traditional market indices.
Corey Hoffstein discusses the importance of solving client problems beyond market performance, emphasizing that successful investment products must provide unique value propositions and address behavioral finance challenges for financial advisors and investors.