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Sudden Wealth Syndrome (EP. 485)
On episode 485, Michael Batnick and Ben Carlson discuss: what can stop the hyperscalers from spending, why the stock market is neat all-time highs again, speedball capitalism, how capex cycles work, it's a high beta decade, how to lie with statistics, young people are going to be fine, the top 0.1% is really rich, the problem with getting rich young, private markets are overvalued, no more dinner parties and more.
This episode is sponsored by Fidelity Investments and the all-new Fidelity Trader+, Fidelity’s most powerful trading platform yet and Federated Hermes.
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The skinny
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