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The Dumbest Trade War (EP.398)

Animal Spirits Podcast

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Market Outlook: Bonds, Tech Giants, and AI Disruption

This chapter explores Vanguard's capital market assumptions for the next decade, predicting stronger bond performance compared to U.S. stocks. It examines the role of significant tech firms in shaping market gains and discusses the ongoing shift towards low-cost passive investments due to the Vanguard effect. The chapter also addresses the volatility of emerging sectors such as AI and cryptocurrency, highlighting the importance of diversification and understanding financial products in navigating complex market dynamics.

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