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Negative Arbitrage (EP.358)

Animal Spirits Podcast

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Economic Trends, Tech Dominance, and Stock Market Volatility

The chapter covers a range of topics including economic trends, tech dominance, and stock market volatility. It discusses the resilience of the U.S. consumer, shifts in global GDP shares, challenges faced by new AI businesses, and the dominance of major tech companies like Microsoft, Google, and Amazon. The conversation also delves into Apple's ventures, housing market dynamics, stock market reactions to earnings reports, and retirement concerns among US adults.

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