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The Strong Jobs Market Lie With Jack Gamble

Lead-Lag Live

00:00

Are There Certain Secular Themes Worth Paying Attention To?

What would be a signal for you to say, okay, now it's time to deploy that cash? Is it as simple as stocks? You have a 15, 20% decline from here or credit spreads blowout. I do think we're on the brink of a credit event at some point this year," he says. "I like the idea of real estate, again, not yet, not for a long while"

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