Unhedged Boring but sexy (stocks)
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Sep 3, 2024 Recent market shifts are steering attention away from tech giants to more stable names like Walmart and Berkshire Hathaway. The discussion focuses on whether this signifies a broader change in investment strategies. Plus, the hosts debate if Jerome Powell's success is due to skill or sheer luck, stirring thought about the complexities of economic management. With thoughts on AI's impact and the balance between theoretical insights and practical moves, the conversation reveals much about today's evolving market landscape.
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