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MacroVoices #422 Larry McDonald: How To Listen When Markets Speak
Macro Voices
Focus on Second and Third-Level Trades in Technology Evolution
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The NASDAQ 100 has significantly grown in the past decade, particularly driven by the artificial intelligence trend which resembles the technology boom in the 90s. The speaker highlights that while high-profile trades like AI are attracting attention, the real opportunities lie in the second and third-level trades, such as natural gas, energy sources, the power grid, and commodities like copper.
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