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Geo Chen: Why The Markets Are Set for Even Greater Gains
Wealthion’s Andrew Brill welcomes Geo Chen to unpack why the current macro setup is highly bullish for global markets, driven by the Fed’s rate cuts, positive U.S. economic data, and China’s aggressive stimulus efforts. The author of the Fidenza Macro Newsletter also shares his updated views on key asset classes like gold, oil, and bitcoin, and explains why European and cyclical equities may be set to outperform.
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The skinny
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