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Value After Hours S04 E33: Equity Duration & Inflation, The Nifty Fifty, and Vermeer Fakes

The Acquirers Podcast

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Is Globalization Coming Backwards?

I think things are a little more geopolitically fraught today than they were the last five or ten years. It seems like it might be harder to have that kind of global led growth that you experienced in the 80s and 90s. To what extent is this resulting? I don't know. But it's definitely picking top to top.

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