7min chapter

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The Bitcoiners Won (EP.386)

Animal Spirits Podcast

CHAPTER

Evolving Dynamics of Index-Linked Stock Performance

This chapter examines a study that reveals changing trends in stock performance related to market index inclusion and removal, illustrating a shift in investor behavior. The discussion transitions from light personal anecdotes to an analysis of current economic conditions, including inflation, unemployment, and the influence of political decisions. Concluding with reflections on the S&P 500's resurgence and the potential impact of tariffs and economic policies, the chapter emphasizes the complex interplay between government actions and market responses.

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