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Talk Your Book: The People's Index

Animal Spirits Podcast

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Navigating Market Turbulence: The Battle Between Macro Noise and Earnings Growth

This chapter analyzes the market performance as of 2025, noting a 9% year-to-date increase despite broader economic challenges. The hosts discuss the interplay between macroeconomic trends and corporate earnings, emphasizing the complexities of trade policies and their impact on market expectations.

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