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Live From Miami (EP.404)

Animal Spirits Podcast

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Market Reactions and Investor Sentiments Post-Election

This chapter explores the market's volatile reactions following an election, detailing the initial overreactions and subsequent corrections across various asset classes. It discusses the changing landscape of investor behavior, including the decline of long-term investment strategies and the uncertainty around market timing, while also highlighting the unexpected rise of interest in European equities. Additionally, the speakers analyze current economic conditions, touching on labor market implications and recent shifts in consumer sentiment, ultimately questioning the future stability of the market.

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