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We Have to Talk About Sports Betting (EP. 417)

Animal Spirits Podcast

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Evolving Market Perspectives

This chapter examines the changing influence of Middle East conflicts on financial markets, noting a diminishing impact on stock performance. It discusses the increasing allocation of equities in household portfolios and a shift in investor behavior towards higher acceptance of unconventional valuations. The conversation highlights the complexities of market dynamics and the challenges of identifying bubbles, emphasizing that effective investing does not require complete understanding of every market detail.

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