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9min chapter
S&P On 5,000 Watch + Carter Chats Nike
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Passive Investing's Impact on Stock Market and Earnings Challenges
This chapter discusses the disruption caused by passive investing on stock valuations and highlights the current euphoria in the market. It also delves into the difficulty of predicting stock gaps and valuing stocks based on earnings, citing specific examples. Additionally, Arm's stock performance is analyzed in relation to its earnings beat.
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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