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16min chapter
Watching credit spreads with Nick and Jessica, "Bessent Fever," the ponzi sleeve
The Compound and Friends
Labor Market Insights and Stock Valuations
This chapter examines the current state of the U.S. labor market and its implications for stock valuations and Federal Reserve policies, highlighting stability in unemployment claims and low rates. It also discusses trends such as wage growth, job openings, and changing employee confidence, amidst ongoing economic changes. Additionally, the chapter explores the performance of today's leading companies compared to those of the past, emphasizing the challenges and opportunities for major U.S. technology firms in an evolving market landscape.
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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