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Inflation And The AI Supercycle

Episode 395 Published 1 week ago
Description
In this episode, we break down Jeff’s latest newsletter research on the upcoming midterm election cycle and what it actually means for your portfolio. Spoiler: the market doesn't care as much about party changes as you think. It just wants uncertainty out of the way. We examine why gridlock often fuels stock market gains, which political setups historically deliver the highest returns, and why expectations for this cycle should be balanced against recent market strength. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.
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