Blackstone's Outlook and the Case Against Bonds

(01:44) Market Overview
(03:04) Retail Sector Insights
(04:40) Investment Strategies
(19:23) Economic Trends
(21:27) China’s Stimulus
(26:28) Global Trade Policies
(28:57) Defense Stocks and Tariffs
(30:34) Manufacturing's Future
(31:18) Strategic Investments
(37:10) MAG7 Analysis
(42:36) Sector Rotation
(50:42) Conclusion

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