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7min chapter
How Animal Spirits Can Carry US Equities
Bloomberg Surveillance
Economic Disparities and Market Predictions
This chapter explores the economic divide between higher-income consumers and lower-income households amidst rising inflation and market fluctuations. It discusses the potential for returns in the equity market while highlighting risks related to consumer confidence and the influence of political changes on investment strategies. Additionally, the chapter analyzes the need for a shift in asset allocation and the critical role of the energy sector in future economic growth and technological advancements.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode