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2min chapter
Tommy Thornton: Tech Stocks Are In A Bubble
Forward Guidance
Intro
This chapter explores the shifting landscape of the stock market, focusing on the lack of stock dispersion that complicates active management. It includes a cautious outlook on market sustainability, driven largely by a few major tech companies, and touches on the speaker's mixed investment strategies.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode