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Opportunities Amid Macro & Policy Uncertainty
Episode 260

Opportunities Amid Macro & Policy Uncertainty

Recorded on 02/07/25 TD Cowen analysts John Kernan, Max Rakhlenko, and Chris Krueger of Washington Research Group discuss the outlook for the U.S. consumer with a focus on disruptive macro trends and secular growth opportunities.

TD Cowen Insights

February 10, 202529m 28s

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Show Notes

Recorded on 02/07/25

TD Cowen analysts John Kernan, Max Rakhlenko, and Chris Krueger of Washington Research Group discuss the outlook for the U.S. consumer with a focus on disruptive macro trends and secular growth opportunities.

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