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107: Byrne Hobart - Bubbles, Finance and the EMH

Narratives w/Will Jarvis

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Are We Building Enough Technology to Drive Growth?

Chalge: Are we building enough tech to kind of drive economic growth in the us? Or do we face, like, a real challenge? I've really gone back and forth on that, because i think there's this interesting analogy you can draw between a factory electrification and a ai. Chalge: You can actually see the dividend pay out ratios going down as more companies retain earnings and start tofund ther growth internally.

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