Stocks are holding up, but the bond market is flashing warning signs.
Recorded September 15, 2026, just after the US open, Julius presents an RRG update where he walks down the investment pyramid, from asset classes to the groups inside them, then finishes with an updated portfolio construction framework.
The video was originally published on September 16, 2026. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
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