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13min chapter
What Does An "America First" World Look Like? | Michael Every
Thoughtful Money with Adam Taggart
Navigating Market Movements and Investment Strategies
This chapter analyzes the financial markets' current state, focusing on the S&P 500's recent milestones and the implications of aggressive long positions amidst stretched valuations. The discussion encompasses various asset classes, including Bitcoin and gold, highlighting shifting sentiments and the importance of rebalancing portfolios in light of potential market corrections. Key indicators, like the CAPE ratio, are examined to provide insights into historical trends and the significance of managing risk in rapidly changing environments.
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