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18min chapter
S&P Posts Best Month of the Year
MRKT Call
Classic Cinema to Economic Shifts
This chapter navigates a light-hearted exchange about classic films and legendary actors while transitioning into a deeper discussion of China's current economic situation and its implications on global markets. It links historical market performance, particularly the S&P 500, to events in China and changing trade dynamics, exploring investment opportunities amidst evolving international relations. The conversation culminates in analyzing leadership changes in major tech companies like Intel and their potential impacts on the industry and economy.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode