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Markets, Yellow, ETFs, and Jeff Currie

Bloomberg Intelligence

00:00

How Important Are Dividends to You?

David Bonson: Most certainly we're in a tech bubble if you were looking at valuations relative to history. People are too dependent on AI, too dependent on momentum and too dependent on multiple expansion. They're the most vulnerable right now. But I can't think of a better environment than the one we're in where growth of the income is more important while you also get better stabilized business models.

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