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The Next Big Trade With Justin Smyth

Lead-Lag Live

00:00

Is Michael Keaton Batman or Melt Up?

There is an interesting disconnect that's still happening. I'd argue in terms of the very sentiment, how bad last year's equity performance was on a real return basis. And then what you're actually seeing and what people are gravitating towards just from an entertainment perspective. So do we need more bearishness or not? I don't really know.

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