MRKT Call: Summer Stock Market Vibes
RiskReversal Pod
00:00
How the Market Resolves Itself
Dougherty: The correlation has been extraordinary throughout that period of time until recently. He says the real interest rates continue just to get bludgeoned. So, how does it resolve itself? "I would submit that, you know, valuations have to contract," he says.
Play episode from 27:53
Transcript
