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China, Real Estate, General Motors, and Roblox (Podcast)

Bloomberg Intelligence

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The US Stock Market Is a Forward Looking Mechanism

Investors are betting ahead of two things, right? One is AI. The Fed's going to be done with raising rates. And because of that, interest rates will come down and that'll be beneficial to stocks. Phil: Is there an energy play out there you like? "I like oxidant petroleum," he says.

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