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Talmon Smith: Assessing the Greatest Wealth Transfer in History

The Long View

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The Importance of Political Analysis in the Business Environment

Sally Kohn: It appears that we are no longer secularly stagnant, which was our problem last decade. She says people's politics can sometimes lead them astray in their analysis of the business environment or the macroeconomic environment. The inverted yield curve as a recession indicator got bailed out by COVID and may not work going forward, she says.Kohn: I think those two folks are a great example of the really necessary humility that this moment calls for.

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