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Apple faces challenges in the Chinese market due to US-China tensions. Harvard's reputation and relationships are affected by the resignation of its president. The podcast also explores the influence of universities and the economics of healthcare spending. Lastly, predictions for the 2024 economy are discussed.
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Quick takeaways
- Apple's relationship with Beijing is becoming increasingly challenging going into 2024.
- Investors should consider diversifying into undervalued small and mid-cap stocks in 2024.
Deep dives
The Strong Performance of the Economy in 2023
Despite predictions of a recession, the economy in 2023 exceeded expectations, outperforming forecasts and demonstrating strong growth. The consensus view for a recession was proven incorrect, as the economy performed better than anticipated. However, looking ahead to 2024, there is a possibility of slower growth or even stagnation. The current high valuations of the equity market, coupled with potentially aggressive earnings estimates, may lead to a pullback. Additionally, with the expectation of rate cuts from the Fed, there could be a progression of cuts throughout the year, impacting market dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode