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The Post Rate Cut Playbook 9/23/24

Halftime Report

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Market Insights: Netflix, Uber, and Beyond

This chapter explores recent activities surrounding Netflix shares and hedge funds' interest in short positions while reflecting on risk management strategies. The speakers also analyze the strong performance and growth potential of Uber, contrasting their previous skepticism with a positive outlook. Additionally, they touch on broader market trends and current socio-political developments affecting investment landscapes.

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