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4min chapter
Stock Market Melt-Up Continues, Nvidia Earnings Beat | Weekly Roundup
Supply Shock
Introduction
Exploring the shift in financial markets from a short volatility regime to a new era influenced by global changes, fiscal policy shifts, and evolving labor demographics, drawing parallels to strategies of investors like Charlie Munger. The chapter delves into the implications of China's labor market transformations on traditional assets such as commercial real estate versus emerging assets like Bitcoin.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode