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Louis-Vincent Gave, Gavekal - Investment Themes for 2023 | #459
The Meb Faber Show - Better Investing
Is the Fed Pivotal?
In the past decade, it's all been about how software eats the world and you need to be in US tech. Ten out of the top 10 companies are tech stocks today. The bear market we're in now is telling us time to change the leadership. When the Fed cuts, sure you'll get a rally in Facebook but it will mark the starting gun for the massive outperformance of emerging markets.
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