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12min chapter
Trudeau Resigns, Barr to Step Down
Bloomberg Intelligence
Market Trends and AI Impact
This chapter examines investor optimism related to the Trump trade and its influence on risk assets, highlighting the dual impact of AI on financial markets. It discusses the evolution of private credit post-financial crisis, potential risks tied to unsustainable lending practices, and the excitement surrounding AI investments. Furthermore, the chapter explores the market outlook for 2025, addressing uncertainties that could shape economic growth and stock performance while analyzing shifts in tech and fixed income sectors.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode