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Episode #107: Jonah Lupton on Research, Portfolio Building, and Risk Management

Confessions Of A Market Maker

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The Market's Efficient After Earnings

Jonah says earnings have been better this quarter than expected. Earnings are still tracking to be down 3% year over year on the S&P 500. He doesn't think owning the SPY or triple Q makes that much sense right now. Jonah would rather own RSP and QQQE which are equal cap weighted indexes.

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