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12min chapter
Breaking Down Euro Elections and the Equity Rally
Bloomberg Surveillance
Analysis of Polls, Capital Efficiency in Technology Stocks, and Market Outlook
The chapter delves into the significance of polls in the upcoming election, the capital efficiency and allocation dynamics in technology stocks, and provides insights on the current state of the market, highlighting the anticipation for a correction and investment opportunities in Canadian equities. The conversation also covers investment strategies during potential recessions, contrasting views between retail and institutional investors, and stock recommendations like Netflix in the streaming industry.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode