Is the Worst Case Priced into Tech?
Real Vision: Finance & Investing
00:00
The 10PE Stocks vs. The 25PE
The recession hasn't showed up in the data yet here. You're still early in the SVP fallout. Unemployment is still at all time lows. But if we've got a recession coming, are we going to see a change in leadership? Well, I still, what you've had leading this year has been those tech companies.
Play episode from 24:28
Transcript
