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Nuggets | Curated insights across markets, macros, AI, tech & geopolitics

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MacrosMarkets & InvestmentsPE/VCPodcastScott BesentUSUS / West

Scott Bessent: Inside Trump’s Treasury; War Costs; & Why Bond Market is King | The Master Investor Podcast

"Unlike most of my predecessors I have a very healthy skepticism of elite institutions and elite opinion... I have a healthy regard for the market." - Scott Bessent[00:03:02]

"The crowd is right 85 or 90% of the time and that's the momentum but it's really that when things turn or when you could imagine a different outcome than the consensus is…

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UJ
Mar 16, 2026