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Jordan Rizzuto, CIO of GammaRoad Capital Partners, weighs in on the Fed's impending rate hike and persistent inflation, then shifts to Japan's monetary policy and the potential unwind of the yen carry trade. He highlights the appeal of hard assets like metals and mining for real returns, and offers a cynical perspective on OpenAI's delayed IPO and its implications for the broader AI market.

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Inflation, the Yen, and What OpenAI's Delay Really Means

Schwab Network

Inflation, the Yen, and What OpenAI's Delay Really Means