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*This video was recorded on April 25, 2024

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0:00 - Intro

1:00 - GDP release

2:40 - Fed rate cut this year?

5:50 - Bonds and yields outlook

9:21 - Outlook on economic growth

13:14 - Risk of layoffs?

14:49 - What does well during stagflation?

15:15 - Will the Fed raise rates?

17:29 - Market outlook

18:51 - Tech stocks

24:05 - Geopolitical risks

25:35 - Investment implications