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Guests Ed Ludlow, Zach Mider, and Mike Brown discuss Tesla's plan for cheaper EVs, private credit in Wall Street, and Travel + Leisure's performance. Mattel CEO shares growth strategies. The podcast explores cyber risks, market insights, and corporate earnings analysis.
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Quick takeaways
- Tesla plans to launch cheaper EVs to address growth concerns.
- Financials, energy, and materials sectors expected to lead market rotation.
Deep dives
Underlying Financial Pressures Masked by Recent Pullback
While the recent 5% pullback in the S&P and NASDAQ has drawn attention, there have been significant declines at the individual stock level, with an average drawdown of 32% for NASDAQ members. This hidden weakness raises concerns beyond the recent market drops.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode