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Tech, Interest Rates, and Economic Shifts
This chapter explores the complex interplay between technology stocks and interest rates, highlighting how changes in discount rates impact long-duration assets in the tech sector. It also features a guest's insights on cryptocurrency, discussing its transformative potential against the backdrop of interest rate fluctuations and evolving financial policies. Lastly, the chapter addresses the implications of central bank digital currencies and the influence of tax policies on economic behavior and individual decision-making.