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Arnott on Bubbles and Valuation Gaps

What Goes Up

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Is Covid Going to Be a Lethal Death Machine in Five Years?

Growth stocks have done awfully well partly because of covid. Most are extraordinarily well positioned for a world with a pandamic. But i love to ask the question, what problems are we facing to day that we'll be facing still in five years? And what are going to be irrelevant in five years?"

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