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19min chapter
Force Fed Heaps of Humble Pie (guest: Jonathan Lansky)
The Market Huddle
Performance of Market Groups and Leadership Shift
In this chapter, they discuss the performance of different market groups and the shift in leadership from the Mag 7 to small caps. They debate whether buying small caps is a wise decision and express concerns about being a bag holder. They also mention the possibility of an epic squeeze due to high ownership of the Mag 7 among hedge funds.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode