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3min chapter
Felix Zulauf: Where to Invest in 2025
Global Macro Update
Navigating Market Cycles and the Impact of Innovation
This chapter examines the cyclical patterns of market booms and busts, with a focus on technological innovations like artificial intelligence. It highlights historical examples of overinvestment and corrections, while discussing potential future productivity gains and economic challenges related to robotics and AI.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode