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- (00:00) - The Dividend Futures Disaster Revisited: Anatomy of a Very Bad Trade
- (11:13) - A Word From Our Sponsors
- (11:52) - What's Big on Facebook
- (12:43) - OnlyClothed?
- (15:24) - Elite Overproduction as Risk Aversion
- (16:11) - A Second Cleantech Boom
- (17:29) - Chip Consolidation
- (18:00) - Channel Shifts and Comp
