The Ultimate Trader’s Market? And How the Banking Crisis Is Hitting the Insurance Sector 3/30/23
CNBC's "Fast Money"
00:00
The Opportunity for Capital Scarce in a Bubble
The leadership of the last 10 years was really driven by US large cap growth. So if that's the old where you wanted to be, what's the new where you want to be? Where's the puck going? If we're right and there's a bubble that's still deflating, I think everything is fair game. No one wants to own that stuff because it's underperformed for a decade or two. That's why it's so cheap and that's where the opportunity is.
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