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6-2-26 Needs vs. Wants - What Investors Get Wrong
Investors continue to focus on familiar concerns such as the U.S. dollar, bond yields, oil prices, and geopolitical tensions. But are the biggest risks and opportunities actually hiding in plain sight? Lance Roberts & Jon Penn discuss several important questions facing investors, like what market risks and opportunities may be receiving too little attention right now, and why predicting portfolio returns over the next 12 months is an impossible task, and what investors should focus on instead. Here's a topical rundown of today's show: 0:00 - INTRO 1:05 - Software & Maga Cap Tech Carry the…
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