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Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital

RiskReversal Pod

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The Mismatch Between Stock Market and Consumer Debt

I think there's a mismatch here in my opinion. The stock market could as easily be 3600 on the S&P right now as it is 4400. I do fully expect to see an uptick in the commercial real estate defaults. These things are slower moving, but they're elephants.

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