Behind The Markets Podcast: John Davi
Behind the Markets Podcast
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How Do You Think the Fed Will Stay High in 2022?
Last year was all about low in duration, protecting the portfolio away from large cap growth, tech risk. We are shifting our portfolios now only because not that we're tactical,. I do think that it was so extreme, the Fed ray hikes, that I really do am concerned about the economy. Outside of S&P index-type stocks, the rest of the market is fairly cheap.
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