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InsightBLOGMarch 16, 20261 min read
Animal Spirits: A Wave of Redemptions
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Primary Source Material
Published via awealthofcommonsense
On today’s show we discuss the geopolitical impact on markets, inflationary risk, when risk goes off, concentration risk, AI vs. white collar workers, the optimistic case for AI, falling and rising bond yields, inheriting a house from your parents, the private credit crisis of confidence, the loneliness epidemic and more.
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