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June CPI, ETFs, Oil, And Crypto (Podcast)

Bloomberg Intelligence

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Is the Growth Play a Defensive Play?

When you buy growth, you're buying future earnings. So those future earnings must be discounted by imputs and those inputs are inflation and interest rates. And so if i was going to buy a dollar's worth of future earnings, i'd have to discount that back. Soshan: Is there an argument to say a name like apple is the new cocacola? There's definitely.

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