Retail Wrecks the Market, But Is There More Pain to Come. 05/18/22
CNBC's "Fast Money"
00:00
What Trees Will Survive?
Inventories are going to be the biggest factor in inflation rolling over. The cyclical side of things is where multiples re rate and earnings are vulnerable, but less so with more trees coming up. But i still think it is the growth area of the market now because you've seen the multiples re rates down.
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Transcript
