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Winners and Losers From the Stock Market Rally (EP.412)

Animal Spirits Podcast

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Market Dynamics and Investor Behavior

This chapter examines recent tariff deals and their influence on market sentiment, focusing on a notable policy reversal and the reactions from business leaders. It highlights the resilience of younger retail investors against traditional perspectives while analyzing the dichotomy between market predictions and actual flows of investment. Additionally, the discussion includes implications of economic shifts on small businesses, recent trends in ETF investments, and the potential challenges facing the economy.

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