Fair Warning with Mike Wilson of Morgan Stanley, and Breaking News from Brady Cobb
RiskReversal Pod
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Do You Think the Market Is Getting Along on the Teeth?
The market has created that vindication. Now people coming around to your way of thinking has done as well. But does it scare you now? Maybe I got to do another deep dive and say, maybe this isn't getting along on the tooth. The risk reward is pretty poor at the index level. We're down 10% in the S&P and some stocks are much worse. If the market just hangs around for two or three weeks, which is possible, but the market really will tank on tech names. It'll tank when those guys finally give it up because that's the bulk of the earnings. That's what people really care about. And we won't know that for three
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