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  • 5 hours ago

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00:00Ignore the noise. If you're a long-term investor, ignore the noise.
00:06Risk avoidance ends up in return avoidance. We have to knowingly, intelligently take risk for profit.
00:16President Trump is a dealmaker. We know that. And that, of course, scared the market.
00:21And so you're getting back to, okay, this is a storm, but we'll get through the storm.
00:24If you've been watching the world, I think everyone recognizes that a strong America is not just good for America, it's good for the world.
00:33Where do you think the downside risks are going to come from?
00:36I do think that risk assets, whether it's equity markets or credit markets, are too complacent.
00:42And that the soft data will eventually catch up with hard data.
00:45Real estate can get ill, but it will never die.
00:48This region today is a significant player and can actually host major events and not only just host them successfully, but rather add value.
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