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All In on US Stocks (EP.392)

Animal Spirits Podcast

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Economic Contrasts and Investment Trends

This chapter explores the economic disparities between the United States and China, focusing on China's deflation and its implications for future recessions. It further examines the evolving landscape of technology investments, highlighting comparisons between major companies and the impact of AI on job displacement. Additionally, the discussion covers the aging housing stock in the U.S., the complexities of private credit markets, and personal retirement investment strategies amidst changing market dynamics.

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