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The Macro Show [FREE ALL ACCESS WEEK] | March 1, 2024

Hedgeye Podcasts

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Investment Themes and Market Insights

The chapter delves into various investment themes like rising oil demand driven by global economic shifts. It explores the implications of reflation and disinflation, market performance, and personal reflections on investment decisions. From Thanksgiving alternatives to bullish setups and reflections on past experiences, a broad range of topics are covered with an emphasis on profitability and diversification.

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