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Unusual Whales Pod #9: CPI, Macro, the Federal Reserve, and Inflation

Unusual Whales

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The Economy Is Not the Market

I think demand is going to outpace with people with specs. Structurally, for the next decade, there are companies that will benefit from that. Ironically, some of the non-speculative names that actually produce discounted cash flows might do very well. You just got to change the way you're investing.

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