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The Most Confusing Rally of All Time (EP.410)

Animal Spirits Podcast

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Supply Chain Sensitivities: A Retail Perspective

This chapter explores the economic implications of tariff changes on major retailers, focusing on potential supply chain disruptions and how they might lead to product shortages. It contrasts the thriving stock market with consumer sentiment, illustrating the disconnect between corporate success and everyday challenges faced by consumers. Additionally, it examines the psychological impacts of economic uncertainty on job stability and younger generations' perceptions of traditional employment.

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