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4min chapter
Latest on Donald Trump and the Fed Rate Cycle
Bloomberg Surveillance
Market Trends: Small Caps vs Large Caps
This chapter analyzes the contrasting evaluations between large and small cap stocks, highlighting a preference for small cap opportunities while expressing concerns about overvaluation in the industrial sector. It also discusses current trends in the technology sector and the anticipated impact on the S&P 500 index, while addressing the growth of direct lending in the corporate finance landscape.
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AI-powered
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Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode