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Narratives, Price, & Flows With Patrick Karim

Lead-Lag Live

00:00

How Long Does a Growth Cycle Last?

The only place to be for the last decade was large cap growth. There's a lot of embedded unrealized gains that will not come out easily unless you have even more pain than I think you've seen. And every time we've had these signals, the unwind of that people has happened three times in 100 years.

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