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17min chapter
Big Market Delusion
The Compound and Friends
Market Dynamics and Economic Shifts
This chapter explores the aftermath of the dot-com bubble, drawing parallels to current trends in the healthcare sector and overlooked stocks. It analyzes the impact of regulatory changes on the pharmaceutical industry and discusses the sustainability of corporate earnings amidst economic challenges. Additionally, it critiques traditional economic modeling and highlights the implications of government spending on per capita GDP growth.
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AI-powered
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode