The Independent Advisors Podcast Episode 357: "Betting on Corporate America Usually Wins"

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First Half Market Returns — 01:38

Positive Second Half Historical Data — 03:18

July Seasonality/Earnings Season — 08:08

Earnings Volatility (banks) — 21:26

Contrarian Rate Cut View — 06:45

Fed Inflation vs. Market Pricing — 09:36

Record Profit Margins — 11:09

Long-Term-Care Insurance Interest — 15:35