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Harley Bassman discusses macroeconomic trends, investment strategies, and market insights, focusing on persistent inflation, fiscal deficits, passive equity flows, mortgage-backed securities, long-dated bond options, private credit, MLPs, and gold as an alternative currency.
Dan Ivascyn discusses the changing fixed income landscape, the potential for bond investments in 2025, and the opportunities in global markets amid evolving economic and political conditions.
A deep dive into how AI agents could revolutionize online shopping, from product research to price optimization, potentially disrupting traditional e-commerce platforms like Google and Amazon.