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Who Owns the Stock Market? (EP.366)

Animal Spirits Podcast

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Insights on asset class expectations, global insurers, and movie performances

The chapter delves into survey results on preferred asset classes for high returns, highlighting private credit as a top choice over US equities. Discussions also cover insurers' strategies in navigating the credit cycle, potential challenges in accessing investments, and a headline on pensions investing in private equity. Additionally, the conversation touches on record-breaking stock flows, Americans' spending on groceries, horn honking scenarios while driving, and the financial implications of a movie's disappointing opening weekend performance.

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