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The Fab Five and the Nasdaq Have Entered the Blowoff Top Phase

RiskReversal Pod

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2024 Economic Outlook: Lessons Learned from 2023

The chapter discusses the economic outlook for 2024, reflecting on what was learned from 2023. The speaker emphasizes the importance of considering both interest rates and balance sheet policies when analyzing monetary policy. They highlight the significant amount of liquidity in the system and how the balance sheet acted as a shock absorber for losses in financial markets.

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