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Morgan Stanley's Mike Wilson Says the Earnings Recession is Worse Than You Think | #472

The Meb Faber Show - Better Investing

CHAPTER

What's Your Framework for Looking at the US Markets?

We look at a lot of different factors to navigate what we think is going to happen in the equity markets. The hard anxiety producing part for investors is always is this that or is it the start of something new? Right now, I feel like people generally are fairly neutral to bearish, but their positioning is actually more positive because of the price action. That really is an asset manager predicament more than it is.

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