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11min chapter
Biden's Presser and Banks
Bloomberg Surveillance
Analysis of Democratic Politics and Market Movements
Whitney Tilson shares insights on Democratic politics, comparing Biden's performance to a football game and discussing the need for a new leader in the party. The chapter also delves into market movements, focusing on equity markets, factors influencing the market like yields and CPI, and the implications of the Fed's potential moves on the dollar. Additionally, discussions include organic revenue growth, pricing power challenges for companies, and consumer affordability issues in various sectors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode