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12min chapter
Adrian Helfert on Stock/Bond Allocation, Equity Broadening, and Credit Market Richness
Forward Guidance
Market Analysis and Growth Expectations
The chapter explores the impact of market volatility on cash flow projections and emphasizes the importance of small and midcap companies for innovation. It delves into the current market trends, focusing on the discrepancy between value and growth stocks, and discusses the positive earnings outlook amidst rising interest rates.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode