Surveillance: Weighing Equities with Kettner
Bloomberg Surveillance
00:00
I Don't Like Equities, Right?
Tim O'Brien: It's not the time yet to go full-on max overweight equities. He says that is mostly very tactical, because look at what's priced in for the Fed. The weakness is priced, particularly if you compare it, right, within high yield,. That weakness is pretty much in the price, so that's good, right?
Play episode from 05:05
Transcript
