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Fast Times at Market High and a Conversation with Ron Biscardi

RiskReversal Pod

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The Magnificent Seven and S&P Earnings Growth

The speakers discuss the performance of the Magnificent Seven stocks and the expectations for S&P earnings growth in 2024. They analyze the dominance of big names like NVIDIA, Apple, Microsoft, Google, Amazon, and Meta and the potential impact of stagnant conditions on S&P valuations and company margins.

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