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The 60/40 Comeback, Nvidia Earnings & a Powell Pivot
In episode 43 of Market Enthusiast, Noah Brooks and Chris Needs break down three big market themes: the return of the classic 60/40 portfolio, Nvidia’s much-anticipated earnings, and Jerome Powell’s shift in tone on rate cuts. They also dig into tariffs, small-cap momentum, and the future of self-driving cars.
Tune in for insights, context, and a reminder why betting against American innovation is rarely a winning strategy.
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