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Bloomberg Surveillance
Reshaping the Presidential Race and Pricing-In Earnings
Jul 24, 2024
Monica DiCenso from JPMorgan discusses bullish equities, while Gautam Mukunda talks about the Harris-Trump race and his book. Topics include evolving industry sectors, market valuations, fixed income strategies, media consumption changes, party transitions in politics, Tesla earnings, AI robotics, Mets optimism, protein trends, and more.
32:13
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Quick takeaways
- Successful business partnerships leverage expertise gaps, as seen in Lenovo Pro aiding tech decisions for small businesses.
- Wealthy investors should embrace measured risks, diversify through alternative investments, and capitalize on market pullbacks for growth.
Deep dives
Importance of Partnering with Experts in Business
Successful individuals in business seek partners with skills or knowledge they lack, as highlighted by Lenovo's free online membership program, Lenovo Pro, catering to small businesses in need of tech expertise. This strategic partnership allows businesses to access advice and support without the need for in-house tech prowess, facilitating smarter tech decisions and long-term planning.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode