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What a Long Strange Trip it's Been with Alfonso Peccatiello of The Macro Compass

RiskReversal Pod

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The Dow Is Underperforming the S&P 500, Right?

Salesforce co-CEOs Brett Taylor and Gavin Patterson are stepping down. The company missed the expectations for recurring revenue by 8%. That is the current business that brings you recurring revenue in the future. So stock deserves to be down, my question now is not that I'm calling, it's going to get kicked out of the Dow, but it's kind of an embarrassment, right?

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