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#17: Kiril Sokoloff on Identifying the Next Big Thing
Superinvestors and the Art of Worldly Wisdom
The Dollar Bear Market for the Next Few Years
The euro, which was considered dead, has turned to be very much alive. Capital is starting to flow out of the US back into these other periods. And now there is a perception that China is much different than people have thought. So what I would say is just the re-rating going on.
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