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Are Stocks Cheap? (EP.312)

Animal Spirits Podcast

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The Fat Pitch in Tech Stocks

Stanley Jocken Miller: I think my record is as much knowing not when to play as when to play. If there's uncertainty in equities, usually that's a good time for bonds and currencies. He says some really fat pitches are going to emerge over the next eight to 24 months. "I don't want to blow my cash and be down 8% making a big bet"

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