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12min chapter
Classic Late Cycle with Cameron Dawson and Luke Gromen
On The Tape
Market Trends and Indicators
The chapter discusses various market trends and indicators, including the performance of companies like Netflix and Tesla, the positive outlook on demand for semiconductor chips, and the ratio between machinery stocks and waste stocks as an economic indicator. Conflicting signals and uncertainties in the market are explored.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode