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34min chapter
Stay Bullish on America With Nick Colas, Everyone’s Building AI Chips, Ringing the Bell
The Compound and Friends
Market Reflections and Future Projections
This chapter explores critical lessons from the unpredictable market events of 2024, examining the surprising impact of 10-year yields on stock performance and the outperformance of large-cap U.S. stocks despite varying interest rates. The discussion includes a deep dive into the significant shifts in global equity dynamics, revealing the U.S. stock market's dominance and the implications for future investment strategies. Additionally, it highlights sector performance across the S&P 500, focusing on the financial sector's resurgence and the changing landscape of tech-driven market gains.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode