Jan. 9, 2025
The First Episode of 2025
Doug and Greg begin with reflections on recent tragedies, including a terrorist attack in New Orleans and the devastating wildfires in California. They discuss the significant movements in the bond market, the ongoing housing affordability crisis, and the implications of rising interest rates and inflation. The conversation also touches on the performance of international markets and the resilience of the American economy, highlighting the importance of innovation and risk-taking in driving economic growth.
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