@DanielaGabor @cedric_durand This is fascinating. It may depend on how much strategic rationality and overall efficacy we impute to derisking

@DanielaGabor @cedric_durand This is fascinating. It may depend on how much strategic rationality and overall efficacy we impute to derisking macro financial regime. Come to think of it, this a recurring point of difference between us @DanielaGabor

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