Out of the Blue and into the Black with Michael Kantrowitz of Piper Sandler
RiskReversal Pod
00:00
The Fed's Restructuring Pan
The last few rallies in the market to me have been one about Bank of England coming to the rescue temporarily. If you were to, let's say Deutsche Bank did it the next week or something, you're wiping out hundreds of billions of dollars of equity when you say that. Then who are they going to blame? And I don't want to be overly bearish. Look at some of these companies which are kicking ass, have pricing power and are defensive by nature. You can own stocks in this market for sure. And they'll be great opportunities.
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