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14min chapter
Macro Mondays #58 - What will Kamalanomics look like?
Macro Mondays
Political Events, Market Rotation, and Speculations on Kamala Harris
Discussion on recent political events, including Joe Biden dropping out of the presidential race and endorsing Kamala Harris, speculation on her potential presidency, the impact on various sectors like Big Tech, and the market rotation towards small-cap companies based on future policy expectations.
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