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A Tough Break (EP.278)

Animal Spirits Podcast

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Why Spreads Aren't Blown Out?

The Nasdaq is now in a 35% drawdown. Can the market do well if this has legs given how big growth is compared to value? I mean, the S&P probably. Maybe this will be a stock pickers market. You know how following the dotcom bust? It was all about shifting away from growth.

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