The Fed's Restrictiveness in the Real Economy

I think a lot of businesses have been valued as if they're technology companies when they're really sort of playing a little vanilla businesses, you know, right? Yes, that's what's going to come out of this market. And I think the overriding consideration is monetary policy, especially in the U.S., because the Fed has already said what it's going to do. It will hurt, especially these businesses and you're going to get a rotation back into value as a result"

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