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Market Trends, Predictions, and Thematic Portfolios
The chapter delves into the stock market's surprising performance, despite concerns over limited stock breadth and reliance on a few tech giants. The guest challenges the 'Uber bull' label, discussing market trends and the distinction between 'Uber Bulls' and 'Perma Bulls'. They also discuss a strategist's evidence-based approach to predicting stock market movements using thematic portfolios focused on trends like Millennials and cybersecurity, emphasizing the balance needed in a healthy economy.