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Whitney Baker on The Death of (Upside) American Exceptionalism | #523

The Meb Faber Show - Better Investing

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Understanding Market Narratives and Flows

Exploring the significance of money and credit flows in analyzing market movements, focusing on broader flows over short-term narratives using examples like NVIDIA. Discussing investor behavior in bubbles, Giffen goods concept, and the impact of retail and cross border flows on market dynamics.

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