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Navigating Economic Shifts and Market Dynamics
This chapter explores the global macroeconomic changes that emerged in early 2022, specifically how rising interest rates have impacted investment strategies across various asset classes. The discussion covers successful companies like Stripe and Lockheed Martin during economic downturns, as well as the significant effects of emerging technologies like AI on traditional business models. Additionally, the speakers reflect on the major winners and losers in business, including the collapse of FTX and challenges faced by leadership within large corporations.