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The Mother of All Bubbles (EP.389)

Animal Spirits Podcast

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Investment Dynamics and Cultural Influences

This chapter explores the trends of investment flows into the U.S. market, emphasizing its dominance over global markets and discussing the implications of historical performance. It highlights the disparities in corporate profits and productivity growth between the U.S. and Europe while reflecting on cultural factors impacting market behaviors. The dialogue also covers recent developments in the private credit market and the importance of understanding risks associated with investment strategies.

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