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6min chapter
2025 Outlook
Capital Ideas Investing Podcast
Navigating Global Equity and Fixed Income Markets
This chapter analyzes the current landscape of equity and fixed income opportunities, contrasting the U.S. market with international prospects, especially in technology and energy sectors. The discussion emphasizes the importance of valuation, strategic portfolio upgrades, and the implications of economic growth on bond yields across various regions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode