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5min chapter
Macro Markets Unleashed: Hugh Hendry, Brent Johnson, and Tracy Shuchart in Conversation
The ACID Capitalist Podcast
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode