The Trouble With the Growth Trade and the Good, Bad, and Ugly from 2022 1/5/23
CNBC's "Fast Money"
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Is There a Change in Leadership?
"I think Microsoft Apple, Amazon, Google. I think they will be the top names here," he said. "The fact that we're starting to see that now is not a bad thing ... It's actually a good thing because it suggests we're later in this game than a lot of people realize."
Play episode from 09:19
Transcript
