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41min chapter
The Circus and Animal Spirits; Autonomous Driving; Nvidia + China
Lumida Wealth : Non-Consensus Invest Beyond the Ordinary
Navigating Investment Strategies and Market Trends
This chapter explores various investment strategies and market dynamics, particularly focusing on ARK's ETF performance amidst market fluctuations. It examines the potential for recovery in the S&P 500 and the implications of market breadth, while also discussing emerging sectors such as healthcare and autonomous driving. Additionally, the chapter highlights the importance of recalibrating investments based on macroeconomic indicators and delves into the potential of companies like NVIDIA and Joby Aviation.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode