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5min chapter
Interview with Todd Ahlsten of Parnassus Investments
The JRo Show
Macro Outlook and Market Predictions
The speaker analyzes macro trends such as capital deployment, liquidity, interest rates, and trade wars, and predicts a shift towards lower rates and higher liquidity in the next 12 months. They also discuss their outlook on economic growth, earnings estimates, and expected market returns for the year.
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