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Episode 193: July Volatility Survival Guide
July was the kind of month that makes smart people do dumb things with their money. We felt the whipsaw firsthand: AI names getting hit hard, Treasury yields climbing to multi-year highs, oil ripping higher on renewed Middle East tension, and a Federal Reserve that holds rates steady while offering less guidance than investors are used to. Even when the S&P 500 ends only slightly lower, the day-to-day swings can make it feel far more painful, especially if you’re concentrated in one theme.
We walk through the numbers that mattered and the ones that distract, including why we pay more…
The skinny
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