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#246 - Government Collapse Week

The Jacob Shapiro Podcast

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Market Shifts and Inflation Insights

This chapter analyzes the post-election market landscape, noting a decline in the 'Trump trade' and rising interest in quality brands like Walmart. The discussion includes a surprising resilience in Chinese equities, the evolving nature of Bitcoin as a safe-haven asset, and critiques of inflation data reporting and its implications for Federal Reserve policy. Additionally, the chapter touches on geopolitics, semiconductor exports, and the broader economic challenges linked to government policies.

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