What “Higher for Longer” Means for the Markets and Economy 12/14/22
CNBC's "Fast Money"
00:00
Is the Growth Game Over?
The growth trade was really driven by a massive bubble in treasuries and liquidity. And that's over. Now the question is whether or not you transition from a liquidity bubble to now tech behaving more cyclical. I think six to nine months before you actually expect to see some some re acceleration in the economy, you want to own these things.
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Transcript
