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23min chapter
Michael Howell: Federal Reserve Continues To Inject Liquidity Into Markets Via The Backdoor
Forward Guidance
Performance of Different Sectors and Future Investment Strategy
This chapter discusses the performance of various sectors in the economy and provides insights into future investment strategies. It highlights the outperformance of technology while mentioning the underperformance of financials and energy sectors. The speaker suggests looking for signs of improvement in financials and discusses the normal and abnormal aspects of the current economic cycle.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode