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Listen "The Resilient Investor - Interest rates, semiconductors, and seeking out the next Amazon"
Episode Synopsis
In this latest episode of The Resilient Investor, David Stevenson and Sam Ridley unpack a veritable smorgasbord of topics. On the macroeconomic side, Sam questions the path of interest rates and what that means for investors while David delves into the semiconductor market, which could well be on the cusp of a cyclical boom. The pair also discuss e-commerce companies around the world, and whether it is possible to identify the next Amazon.
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