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PodcastOn InvestingOctober 2, 2026

Why Investor Positioning Matters More Than Ever (With Eric Liu)

Charles Schwab hosts discuss the yield curve, hot PCE inflation and strong Q2 GDP, then interview Eric Liu of Vanda on investor positioning, retail flows, prediction markets and emerging markets.

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Themes, sentiment and reasons are AI-written paraphrases, checked so they never quote an episode. They may contain errors. Not investment advice. Episodes remain the property of their creators.