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The Roaring Twenties (EP.353)

Animal Spirits Podcast

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Navigating the Stock Market and Consumer Trends

The chapter explores the challenges of stock picking, emphasizing the importance of investing in 'picks and shovels' in the market. It discusses AI-driven investments, ETF performance, and the difficulty of diversifying successful investments. The conversation transitions to evolving consumer behavior, focusing on increased spending on dining out and the convenience of grocery delivery services.

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