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#54: Tian Yang On The Virtues Of Variant Perception Versus Unconscious Conformity

Superinvestors and the Art of Worldly Wisdom

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The Deceptive Strength of the Labor Market and the Timing of Recessions

Many people believe the labor market is strong and recession is unlikely, but historical data shows that real-time numbers can be misleading. Official recessions are determined by the NBER, but it can take up to a year or more to confirm them.

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