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The Market’s Dirty Little Secret with Mike Wilson of Morgan Stanley

RiskReversal Pod

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The Case for Earnings to Increase From Here

Mike Ryan Fink: Is there a scenario where earnings don't contract? Richard Cox: High growth tech stocks have been smothered and are down big from pre-2022 highs. Roger Lee: Would you rather have Don Mattingly or Daryl Strawberry on your all-time fantasy baseball team? Guy Adami: It's hard for me to tell what's investing into the hype versus what's contrarian.

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