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OnlyDans Tech Talk with Satori Fund’s Dan Niles | Okay, Computer.

RiskReversal Pod

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Monetary Policy Lags and Stock Market Impact

They discuss the long and variable lags of monetary policy and how it has impacted the stock market, highlighting the decline in NASDAQ after the announcement of interest rate hikes. They also explore the possibility of a sentiment pivot and its effects on stocks, discussing the importance of earnings season and specific companies like Apple and Tesla.

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