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7min chapter
Peter Boockvar on an Overheated Stock Market, China’s Green Shoots, and the Private Credit Bezzle
Forward Guidance
Inflation, Consumer Behavior, and Market Analysis
Analysis of the potential impact of a slowdown on inflation levels, factors affecting inflation like shipping costs, and predictions of sustained high inflation. Discussion on consumer sector companies' performance due to changing consumer behavior, and the fundamental link between consumer health and business performance.
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highlights
Listen to the best highlights from the podcasts you love and dive into the full episode