Surveillance: Growth Snap Back with Golub
Bloomberg Surveillance
00:00
How Compromise Is the Index Story?
Growth and tech has been such a huge win from the time that the iPhone came in. It's not as if things are the long term trend is necessarily a negative one, but there was definitely a bit of exuberance as we went into pandemic. And so it takes a little while for this to kind of play out. But these really big cap... Listen, two, three years ago, all we were talking about was moats. These are impenetrable businesses. Secular growth trends. Yeah, exactly.
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