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12min chapter
Examining the Equity Rally and Presidential Immunity
Bloomberg Surveillance
Analysis of Current Economic Outlook and Equities
The chapter delves into the impact of inflation, GDP growth, and Federal Reserve actions on the stock market. It highlights factors such as the role of liquidity, corporate America and households in cash flow, the Fed's approach to managing inflation, and the rally in the market driven by AI and high multiples. Discussions also cover S&P 500 price targets, valuation discipline, tech sector investments, market performance, diversification, and the importance of being valuation-sensitive in times of political volatility.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode