16min chapter

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Ep.108 Real Conversations: Market Risks + Opportunities | Mike Green & Mike Taylor w/ Keith McCullough

Hedgeye Podcasts

CHAPTER

Market Risks and Opportunities

In this chapter, the hosts discuss the current market situation, risks, and opportunities. They highlight the dispersion between mega cap names and other stocks, the recent move in positive momentum starting to sell off, and tax-related rotations. They also touch on the performance of specific companies like DoorDash and a firm, as well as the phenomenon of sucking retail investors back into the market.

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