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9min chapter
#12 - Jeremy Grantham: Bubbles, AI, Climate Change, Population Growth
Insightful Investor
Monopoly Dominance in America
Exploring the rise of powerful monopolies in America like Facebook, Microsoft, Apple, and Google, impacting US earnings and global market dynamics. Discussions on mean reversion in major companies, China's influence, and the risks associated with assuming continued success of dominant US stocks.
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