NCI: Printing money in global markets w/ Alex Kruger
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Navigating Economic Risks and Market Sentiment
The chapter delves into the economic risks facing industries like tech and manufacturing, discussing indicators of growth and potential Fed interventions. It explores the impact of market sentiment on equity performance and the implications of various factors such as inflation, immigration, and the Federal Reserve's policies. The conversation also touches on the potential return of volatility due to upcoming elections and the influence of political events on market narratives.
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