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10min chapter
#975 - Is the Most Hated Sector Finally Getting Some Love? with Jesse Felder
Real Vision: Finance & Investing
Trends in MAG 7 companies and the impact on the market
This chapter explores the trend of MAG 7 companies investing in their own customers and how it is influencing the market, discussing vendor financing, accounting games, and late cycle dynamics.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode