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Citrini: Identifying Mega Trends

The Security Analysis Podcast

CHAPTER

Impact of U.S. Physical Primacy and Stimulus Spending on Corporate Profits

The chapter explores the trend of U.S. physical primacy and its connection to stimulus spending. It discusses how both parties support large spending amounts and their belief in the eventual increase of corporate profits. The speakers also analyze the influence of populism on the economy and the significance of fiscal impulse for companies in the infrastructure sector.

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