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Macro Markets Unleashed: Hugh Hendry, Brent Johnson, and Tracy Shuchart in Conversation

The ACID Capitalist Podcast

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Discussion on Equity Markets Concentration and Market Behavior

The chapter reflects on the heavy concentration of tech stocks in the equity markets and the potential risks associated with it, drawing parallels to historical market bubbles. Speakers discuss a possible 'melt up' situation fueled by abundant credit creation and share insights on adjusting risk portfolios amidst global capital inflows.

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