Ep. 305: James van Geelen on ‘Haves vs Have Nots’ Theme, AI and Tariffs
Macro Hive Conversations With Bilal Hafeez
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Identifying Market Leaders
This chapter explores how to pinpoint the top 1% of companies that significantly impact equity markets, emphasizing the integration of macro analysis with equity insights. It highlights the influence of long-term technological advancements and the importance of maintaining a macro-aware perspective through market fluctuations.
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