The Four Most Important Market Indicators (with Josh and Tom Lee)
The Compound and Friends
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The Importance of Demography in Growth
The US has captured $100 trillion of household wealth, which is one third of global wealth. China might actually be Japan in the next 20 years. There's a lot of people that want to recession because they either want to change the White House or their long bonds. And so we think there's recession, you know, people are carrying 2008 hammers looking for 2008 nails.
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