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#17: Kiril Sokoloff on Identifying the Next Big Thing
Superinvestors and the Art of Worldly Wisdom
The Fed's Unwinding of Huey
We're in a synchronized global economic expansion for the first time since 2007. Europe is something like 27% of global GDP. And they are really operating on many cylinders. As capital leads the US, that money is going back into the rest of the world. We believe that oil prices are bottomed and are heading higher.
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