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The Nvidia Bubble and the S&P

The Macro Dirt Podcast

CHAPTER

Market Dynamics and Tech Influence

This chapter explores the intriguing behavior of the stock market, particularly the S&P 500's decline despite many rising stocks. The discussion highlights the impact of technology, especially Nvidia, on natural gas and uranium trades, as well as the ongoing shifts in investment strategies amid fluctuating interest rates. The chapter further examines the relationship between Bitcoin and tech stocks, reflecting on possible future trends and market sentiment.

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