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9min chapter
Contrarian Market Economist David Rosenberg on Rethinking His “Bubble” Thesis but Staying Bearish
WEALTHTRACK
Stock Market Surge: Bulls and Bubbles
This chapter analyzes the recent rise of the stock market, focusing on the role of AI technology and its influence on earnings projections. It questions the sustainability of high earnings growth, contrasting current market dynamics with historical patterns and highlighting the impact of investor sentiment on stock prices.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode