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Single Best Idea with Tom Keene: Jordan Rochester & Krishna Memani

Bloomberg Surveillance

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Macro Insights and the Tech Sector's Dominance

This chapter explores the macroeconomic landscape with an emphasis on the neutral interest rate and its effect on market trades while highlighting the critical role of the tech sector, particularly the MAG-7 companies. It also touches on future discussions around employment trends and the importance of mental health support provided by licensed therapists.

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