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Feels Like a Markets’ Summer Breeze with Helima Croft and Art delaCruz

RiskReversal Pod

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Nostalgia, Market Trends, and Bond Auction Disaster

The speakers reminisce about the 1970s, discuss recent market trends, and question the genuineness of the current rally. They highlight the disastrous 30-year bond auction and its impact on short bonds. Furthermore, they emphasize the importance of owning companies with proven business models in the current economic environment.

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