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6min chapter
BlackRock's Kate Moore - Don't Bet Against US Corporate Dynamism | #543
The Meb Faber Show - Better Investing
US Economy Resilience and Future Challenges
The chapter reflects on a conversation about the US economy's ability to adjust to higher rates without recession, while emphasizing corporate dynamism and the importance of incorporating company insights into economic analysis. Despite concerns about fractures in the economy, there is optimism for its strength, discussing macro equity investor perspectives, strong equity returns, challenges in consumer segments, and the expectation of a Fed rate cut to ease disinflationary pressures in the latter part of the year.
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