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How to find alpha: Bridgewater Associates' Co-CIO Karen Karniol-Tambour

Goldman Sachs Exchanges

CHAPTER

Intro

This chapter explores the current U.S. macroeconomic environment, focusing on the synergy between the Federal Reserve's recent rate cuts and fiscal stimulus from the COVID-19 pandemic. The discussion emphasizes the potential for sustained growth through increased business investments and historical parallels suggesting continued expansion.

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