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People Get Ready & A Conversation with Vincent Daniel and Cameron Dawson

RiskReversal Pod

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Sector Allocation and Market Dynamics Analysis

Exploring the importance of sector allocation independent of macro trends, and the search for opportunities in less mainstream areas. Assessing the market performance and EPS growth expectations for 2024, with a focus on the tech sector's influence on overall market stability. Analyzing market dynamics, irrationality, and potential risks associated with specific stocks amidst discussions on machine-driven strategies and the emergence of the late cycle scenario.

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