Fair Warning with Mike Wilson of Morgan Stanley, and Breaking News from Brady Cobb
RiskReversal Pod
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Is the S&P 500 a Good Place to Start?
Carter Broxton: Did you get nervous this summer that nearly 20% rally in the S&P 500 from the June lows to the mid-August highs? Does price sometimes make you rethink a little bit your thesis? Of course. We're trying to stay true to our work and we tend to be early. Early is wrong sometimes, but it's unlikely we're going to be late.
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