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Stocks Staying Alive with Negativity & A Conversation with Jurrien Timmer of Fidelity

RiskReversal Pod

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Analyzing the Impact of Fiscal and Monetary Policies on the Stock Market

The speaker discusses the effects of the Federal Reserve's decision on bonds, stocks, and cryptocurrencies. They highlight the improvement in market value and liquidity, but also mention the recent rise in bond yields. They discuss the challenges of predicting the current market's dynamics and the significant gap between winners and losers in sectors.

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