
The Fed's Dueling Mandate?
MRKT Matrix
00:00
The New York Fang Index vs Apple Microsoft and Google
Carter: We actually have the new york fang index versus yeah it's fun i think uh what this is is a ratio chart too. meta and tesla are the two biggest weightings in the fang at basically 23 equal to apple microsoft and google bringing up the rear. If you were just to plot this this ratio chart is higher above the hundred image at any point in the past decade, we know why right? Carter: I'm not setting the sights too high here for the balance of the year i want to kind of put out some guidance that i can make um but if you're sitting here long on disney or netflix then take some money off
Transcript
Play full episode