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Tech Is the Cheapest Since 2022. Walmart Is 46 Times Earnings. Where Is the Bubble?

Tech Is the Cheapest Since 2022. Walmart Is 46 Times Earnings. Where Is the Bubble?

1:06:23Excess Returns7.796
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This $1.5 Trillion Manager Expects More Fed Hikes. So Why Is He Still Bullish?

This $1.5 Trillion Manager Expects More Fed Hikes. So Why Is He Still Bullish?

1:00:53Excess Returns7.039
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Blue Wave Sell-Off. Four Market Pros on What Comes Next

Blue Wave Sell-Off. Four Market Pros on What Comes Next

1:15:33Excess Returns10.279
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Stocks Are Falling. The Economy Is Weakening. So Why Doesn’t Mike Green See Passive Flows Turning?

Stocks Are Falling. The Economy Is Weakening. So Why Doesn’t Mike Green See Passive Flows Turning?

55:13Excess Returns20.383
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CoreWeave's Debt Is Cracking. AI Stocks Are Falling. So Why Is Andy Constan Watching Bond Issuance?

CoreWeave's Debt Is Cracking. AI Stocks Are Falling. So Why Is Andy Constan Watching Bond Issuance?

1:05:15Excess Returns18.901
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AI Sell-Off: Can Consumers Keep Spending When Stocks Stop Rising?

AI Sell-Off: Can Consumers Keep Spending When Stocks Stop Rising?

55:30Excess Returns11.501
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We Asked a $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out

We Asked a $17B International Manager Why Value is Winning Again — and What the S&P 500 Leaves Out

1:02:35Excess Returns16.240
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Half the S&P Is One AI Trade. This Isn’t 1999. What If the Bubble Is in the Safe Stocks?

Half the S&P Is One AI Trade. This Isn’t 1999. What If the Bubble Is in the Safe Stocks?

48:24Excess Returns7.270
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Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings?

Chip Stocks Look Cheap. AI Spending Is Surging. So Why Is Cameron Dawson Watching for Peak Earnings?

51:04Excess Returns17.089
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The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy?

The "Permabear" Holds 50% Stocks. 7 Sectors Barely Grew. What If Stocks Stop Carrying the Economy?

48:29Excess Returns13.047
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The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. What Else Is Hiding in Your Funds?

The S&P 500 Is Just 50 Stocks. The Nasdaq Is a 67% AI Bet. What Else Is Hiding in Your Funds?

1:11:28Excess Returns10.213
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Inflation Falls When Stocks Do | Andy Constan on the Fed Hike, AI Capex and Why He Likes Bonds Again

Inflation Falls When Stocks Do | Andy Constan on the Fed Hike, AI Capex and Why He Likes Bonds Again

59:11Excess Returns20.703
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Ben Hunt Can't Believe His Own Chart. Andy Constan Sees Problems for Semis | Last Call - July 2026

Ben Hunt Can't Believe His Own Chart. Andy Constan Sees Problems for Semis | Last Call - July 2026

1:04:09Excess Returns5.101
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Rupert Mitchell Called It the Worst Chart Imaginable — Then He Bought It: Inside His Anti-Nasdaq Bet

Rupert Mitchell Called It the Worst Chart Imaginable — Then He Bought It: Inside His Anti-Nasdaq Bet

55:11Excess Returns5.239
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Tech Spending Has a Cash Problem | Jim Paulsen on the Two Signals That Could Trigger a Correction

Tech Spending Has a Cash Problem | Jim Paulsen on the Two Signals That Could Trigger a Correction

1:01:23Excess Returns6.754
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Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?

Ed Yardeni Still Sees S&P 10,000 by 2029. So Why Is He Getting More Cautious?

59:23Excess Returns37.697
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The $1.75T IPO No One Can Price | 6 Things That Surprised Us This Week

The $1.75T IPO No One Can Price | 6 Things That Surprised Us This Week

35:52Excess Returns2.701
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The AI Demand Is Real. The Accounting Games Are Growing. How Long Can Both Be True?

The AI Demand Is Real. The Accounting Games Are Growing. How Long Can Both Be True?

49:19Excess Returns11.692
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A $20B Blowup. A War-Sized AI Bet. Was the Bottom Just a Margin Call? | Last Call

A $20B Blowup. A War-Sized AI Bet. Was the Bottom Just a Margin Call? | Last Call

1:11:31Excess Returns10.749
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No ROI Yet. Fewer Recessions. Are You Making More Money? | 4 Things We Learned This Week

No ROI Yet. Fewer Recessions. Are You Making More Money? | 4 Things We Learned This Week

30:53Excess Returns2.961
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