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Somebody’s Wrong & Global Alts Recap With Ron Biscardi

RiskReversal Pod

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Revenue Growth Continues to Decelerate With the Valuations of Where We Are

The demand for higher wages, whether it's unionized workers or any kind of worker, is still there. We are at unemployment levels that we have not seen since 1969. The longer revenue growth falls, the more margin compression will come through in earnings. And my worst nightmare is that we're stuck in this purgatory state for the next three to six months and the market doesn't really go anywhere.

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