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Nick and Jessica on Tech Earnings, Mary Meeker’s AI Tour de Force, ARR Models

The Compound and Friends

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Navigating S&P 500 Valuations Amidst Economic Fluctuations

This chapter examines the evolving state of S&P 500 valuations amid shifting economic conditions. The speakers analyze price-to-earnings multiples and advocate for a cautious approach to future earnings projections.

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