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#973 - Will Inflation Put the Kibosh on Rate Cuts? | with Tom Thornton

Real Vision: Finance & Investing

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Sentiment tailwinds and concerns for big cap names

Discussion on the market's sentiment tailwinds, particularly the performance of S&P 500 and NASDAQ 100, driven by mega cap names like Nvidia. Concerns arise about potential sector breakdown and its impact on these big cap names, along with frustration for active managers in current market conditions.

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