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02:54 - Introduction to Matt Smith
07:51 - The resilience of the economy
11:50 - Matt's portfolio construction process
16:23 - Skepticism about the goldilocks
21:57 - The outlook for inflation
30:56 - The risk and fear of structural inflation
40:27 - What we can learn from history
46:19 - The process of finding insights from history
51:09 - Matt's perspective on financial repression
54:57 - Advice for other investors