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9min chapter
The Bottoming Process
The Compound and Friends
Stock Market Performance and Bottoming Process
This chapter explores the recent performance of the stock market, the decline in market cap, and the increase in the 10-year treasury yield. The speakers debate whether the current market conditions indicate a bottoming process and discuss the factors that could affect this process. They also delve into the impact of rising interest rates on consumers, corporations, and regional banks.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode