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On today’s show, we discuss:
- Even when the stock market goes up it still goes down
- On the ‘course’ to a new normal
- Dalio says the $73t great wealth transfer isn’t just from boomers to millennials – it’s from the government to you and me
- Americans owe a record $1t in credit card debt
- Actually, most Americans can come up with $400 in an emergency
- The economy is in the midst of something wonderful (and unexpected)
- Alternatives have been ‘kryptonite’ to alpha – at least for public pensions
- Meme stocks are a thing again
- Apple Q3 2023 charts: $81.8B in revenue, down 1%
- Investors yank $800M from I Bonds as inflation slows down
- A better way to book with points
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