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25min chapter
Jim Bianco on "The Biggest Economic Event of Our Lifetime" & The End of the 40-Year Bond Bull Market | #508
The Meb Faber Show - Better Investing
Macro forces at play: Inflation, Interest Rates, and the Stock Market
The chapter delves into the macro forces impacting the economy, particularly inflation and interest rates. It explores the receding concern about inflation and questions the lack of worry regarding the decrease in fixed income assets compared to stocks. Additionally, it analyzes the importance of interest rates and the implications of rate drops on stock performance, highlighting the limited alternatives to equities.
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