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4min chapter
The Latest on Trump and Wrapping Big Bank Earnings and Retail Sales
Bloomberg Surveillance
Importance of Earnings and Market Volatility
Discussion on the significance of fundamental earnings in managing portfolio variance, the influence of tech stocks on market movements, strategies like collars to hedge against volatility, the impact of AI momentum on the market, and the potential risks around concentrated tech stocks and US elections.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode