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#1026 - Sell in May or Chop Away? with Mish Schneider | Netflix, Commodities, & Crypto
Real Vision: Finance & Investing
Navigating Market Confusion and Inflation Concerns
Discussion on market confusion and speculations on trends, Federal Reserve inaction, negative sentiments, tech sector struggles, and rotation into value stocks. The conversation delves into shorting Netflix due to overvaluation, concerns about inflation acceleration, historical context of combating inflation, geopolitical influences, and AI's impact on raw materials demand.
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