The Recession Plot Thickens ft. Mikael Sarwe
Real Vision: Finance & Investing
00:00
Equity Performance and Sector Outlook
Discussion on the performance of equities on a sector-by-sector basis and the outlook for different equity sectors in the current environment, including technology stocks, policy stocks, and quality stocks. The chapter explores the value of the spread between cyclical and non-cyclical equities, the potential for QE, and the role of fiscal policy in defining asset prices and economic trends.
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