The Ark view
In this 40 min 31 seconds video, Cathy Wood of Ark invest goes over a large number of macro themes. She has accurately called many of the recent macro trends so imho is very worth listening to, even though I don't agree with all her points:
https://youtu.be/2-LgSdUd7HU
Regards,
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The ARK view
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odysseus2000
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