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The Big Long with Steve Eisman

RiskReversal Pod

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Interconnected Long-Term Investment Themes

This chapter explores interconnected long-term investment themes such as onshoring, data center growth, grid upgrades, and greenification trends. It delves into utility companies' investments, industrial sector growth due to secular tailwinds, and distinguishing long-term trends from short-term fads. Additionally, it analyzes the economic landscape, consumer behavior, political influence on the economy, potential election outcomes, protests, and impacts of political events on markets - emphasizing the importance of understanding these factors for strategic investment decisions.

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