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We draft 6 stocks from SOHN Investment Conference New York

Equity Mates Investing Podcast

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The Fed's Success in Easing Inflation

Capital markets tend to be slow to adapt when things structurally change. People trade based on our experience, they trade based on what they're used to. I think it's a nature of the Fed's been so successful in central banks that it kind of underpins people's expectations. And so almost no matter what happens to inflation, if you were to tell me five years ago and say inflation would be high, it is.

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