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WOYM：The Case for Mag 7; Starbucks; Black Friday Retail Sales
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Navigating Market Dynamics: Inflation, Bonds, and China's AI Landscape
This chapter explores future market movements driven by inflation and interest rate changes, advocating for a transition from equity to bond investments. It also delves into ETF design challenges, features insights on Alibaba's AI model, and discusses the dynamics of China's market along with an upcoming interview in the mortgage industry.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode