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A Healthy Pullback (EP.357)

Animal Spirits Podcast

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Corporate Earnings Resilience and Economic Recovery

The chapter highlights the continuous growth in corporate earnings and the importance of guidance for future market performance. It explores the impact of inflation on earnings using Proctor and Gamble data, discusses US GDP growth post-recession, and debates policy choices for economic recovery and growth. The conversation touches on wage disparities, differences in economic policies between the US and Europe, and the challenges of balancing economic decisions, all against the backdrop of the COVID-19 business landscape and the evolving dynamics of modern work environments.

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