A Tale of Two Weeks in the Stock Market | MRKT Call 1/9/24
RiskReversal Pod
00:00
Underperformance of S&P 500 and the Importance of Visualization
This chapter discusses the underperformance of S&P 500 companies compared to the overall market and emphasizes the importance of visualizing data. The speakers also address the disparity between 'have' and 'have not' stocks, express skepticism about projected EPS growth, and analyze the tech sector with a focus on Nvidia.
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Transcript
