Talk Markets to me Goose and an Interview with Mike Wilson of Morgan Stanley
RiskReversal Pod
00:00
What Do You Think We'll See in Q2?
The bear market will not be over until the darlings basically cut numbers at least once. I really think that an Apple, a Tesla, these are very unique because they're relying on supply chains in China and consumer demand from those sorts of places. If you look at their last couple quarters, but they've also indicated to some degree that there are continued headwinds here. And I think that's the next shoe to drop.
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