Inflation is Last Year's Problem (Ep. 93)
Facts vs Feelings with Ryan Detrick & Sonu Varghese
Market Trends and Diversification Strategy
This chapter explores various market trends, such as small caps outperforming large caps and the historical significance of market breadth expanding in a bull market. It emphasizes the importance of diversification in investment, both across different assets and within the stock market, showcasing the necessity of rotation in a bull market. The discussion also covers the impact of interest rates on companies, particularly focusing on how rate cutting cycles could benefit small businesses.
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