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The Best of Hedgeye: Steph Pomboy → A Rational Investing Road Map For Irrational Times

Hedgeye Podcasts

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Navigating Economic Vulnerabilities

This chapter explores the intricate relationship between historical economic trends and current financial market dynamics. The speakers discuss the impacts of globalization, low interest rates, and unforeseen events like the coronavirus on corporate credit structures and pension funding. They emphasize the importance of context in interpreting economic indicators and warn of the risks posed by high-risk investments in today's environment.

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