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Hobain and Jovanovic

Mentioned in 1 analyzed podcast episode across 1 show

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Odd Lots

Odd Lots · Apr 11, 2026

The Big Macro Force That's Been Driving Stocks Higher for Years

Authors of paper explaining low stock prices in 1980 due to anticipated IT revolution uncertainty

Stock Market Valuation MetricsFree Cash Flow AnalysisLabor Share of Income Decline
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