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Tom Lee Strikes Back

The Compound and Friends

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Navigating Geopolitical Risks in Investing

This chapter explores the current macroeconomic landscape and its effects on investment strategies, focusing on geopolitical risks and upcoming elections. The speakers discuss critical global issues, such as tensions in Israel and Lebanon, the Ukraine conflict, and Taiwan's shipping lanes, highlighting their impact on market stability. They also analyze trends in the U.S. stock market and the implications of rising energy demands, emphasizing the complex interplay between these factors and investment decisions.

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