What does cheaper South African biltong have to do with a rally in large-cap U.S. tech stocks? Roger, Justine and Alex discuss the knock-on effects of the shifts in emerging market currencies— also touching on earnings excuses, the myopic U.S. rally, and romantic questions.
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The Knock-On Effect #15 - South African Meat and Large-Cap Tech

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The Knock-On Effect #15 - South African Meat and Large-Cap Tech

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