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Individuals Outsmart the Pros, Live From Chicago With Ben and Callie, Morningstar CEO Kunal Kapoor

The Compound and Friends

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Navigating Economic Waters

This chapter examines the complexities of the U.S. national debt and its impact on financial markets, highlighting the interplay between rising Treasury yields and fiscal policies. The discussion reflects on consumer spending habits and labor market indicators, suggesting a strong labor market may mitigate recession fears despite economic uncertainties. Additionally, it addresses the implications of excess liquidity and demographic trends influencing investment behaviors amidst current market dynamics.

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