3min chapter

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Is a Recession Bullish For Tech Stocks? (EP.248)

Animal Spirits Podcast

CHAPTER

Investing in the Global Economy

The us has 72% geographical revenue exposure to the rest of the world. Job openings in the us are now over 11 million, highest number ever before pandemic. The job market is still on fire and people are wealthier. These are the two things that counteract the weiht this higher inflation. We have to have a recession. It's no plok in wor conflicting views.

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