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E137: Inflation cools, market rips, Ripple/MSFT beat regulators, NATO summit, cocktails of youth
All-In with Chamath, Jason, Sacks & Friedberg
The Market Outlook and the Importance of Sustainable Growth
The market is expected to go higher even with higher rates/nPsychology and capital allocation play a role in market behavior/nInvesting in oversold tech companies led to significant returns/nBurning billions of dollars and offering free products is not a sustainable strategy/nCompanies focused on true product-market fit and growth will achieve long-term value/nCost cutting is only rewarded in high short-term rate environments
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