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Forecast Revisited

The Jacob Shapiro Podcast

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The Future of the US Economic Growth and Asset Markets

The rubber is going to hit the road on our thesis that you can have durable US economic growth and asset markets that don't do well. I think people are still way too complacent about the scale of the problems that China faces. Equities will continue this sort of bleeding bear market that we've seen since the bubble popped a year ago.

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