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Timing the Fed’s Cut, AI & Earnings, Social Media’s “Seatbelt Moment” 1/30/24

The Exchange

00:00

Stock Market, Investment Picks, and Earnings Reports

Discussion on the current state of the stock market, focusing on potential investment picks such as value stocks IBM and Verizon, as well as interest in small cap and energy stocks. Mentions reducing position in Nvidia and upcoming earnings reports for Alphabet and Microsoft, along with an interview with the head of a defense technology company.

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