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7min chapter
US House Passes TikTok Bill
Bloomberg Intelligence
EV Competition and Market Dynamics
Exploring the impact of Chinese EV influx on the market, discussing Tesla's price strategy, potential rotation from tech to small caps, and the broadening influence of NVIDIA's technology in various sectors. The chapter also delves into current economic challenges, emphasizing on disinflation, pricing pressure, and considerations for small caps post rate cuts.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode