Should Investors Still Be Afraid of the Fed?
Real Vision: Finance & Investing
00:00
The Secular View on Value
I do believe in the short term into the next decline when it does come initially. You will have a counterintuitive move of duration, particularly large cap tech outperforming. That doesn't mean it's going to rally to be clear. I would even think that places that are crowded, like the commodity sector could be at risk into a decline simply because of how positioning is looking in the market.
Play episode from 24:53
Transcript
