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This chapter analyzes the recent downturn in the stock market, particularly the decline of major indices like the S&P 500 and Nasdaq. It explores the shift toward small-cap stocks, known as the 'great rotation,' following a cooling in inflation and potential interest rate cuts. The discussion also reflects on investor sentiments regarding AI investments and the contrasting dynamics between mega-cap tech companies and smaller firms amid fluctuating market conditions.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode