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Nick Colas and Jessica Rabe on what we've learned this month, Nvidia earnings, the Wawa story

The Compound and Friends

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Navigating Financial Markets: Insights and Cautions

Nick Colas and Jessica Rabe from Datatrack introduce the 'What did we learn?' segment, discussing Q1 2024 insights. They analyze the rise in interest rates, stock-bond correlations, and caution against misconceptions of market health. The conversation explores correlations between assets, emphasizing the challenges and strategies for managing portfolios effectively.

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