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State of the Tech Trade 7/11/23

Halftime Report

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Fiscal Is Worth

In my experience usually a recession or a bear market is created by over investment in an area right. I think what's different now, we're not really different but what's happened is the over investment actually started two years ago. It was things like crypto, it was things like NFTs,things like SPACs and Josh it was actually what you said about silly IPOs that kind of triggered this thought.

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