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Bond Yields Show Me The Way with Caleb Silver of Investopedia

RiskReversal Pod

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Market Fluctuations and Tech Company Performance

This chapter delves into the impact of market fluctuations on tech companies, focusing on the underperformance of certain high valuation firms like Tesla. It discusses the significance of market indicators like inflation prints and bond yields, highlighting the disconnect between market performance and fundamentals. The conversation also explores the valuation, growth prospects, and potential trade strategies of tech giants such as Google, Microsoft, and Apple.

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