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Did Trump Blink? (EP. 405)

Animal Spirits Podcast

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Navigating Market Fluctuations

This chapter explores the recent trends in the stock market, focusing on significant movements within major ETFs and the emotional aspects of investing during corrections. The speakers discuss the effects of diversification, the wealth effect, and the relationship between market dynamics and consumer spending, while emphasizing trends in global equity ownership. Additionally, they analyze current market conditions, including the bond market's response to recession fears and the implications of increasing leverage in private credit.

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