The Fattest Trade in the Market, and an Unlikely Safe Haven Play? 3/17/23
CNBC's "Fast Money"
00:00
Is There a Reversion?
Tech is right now and your money is quasi-sick. I was way early on the trade. Admit that 100%. But where do you want to be when earnings growth is slowing? You wanna be in companies that are somewhat insulated from the cyclical nature of the economy. The first rate hike is not good, but that could support some of these multiples in a cycle where those learnings hold up a bit better.
Play episode from 07:35
Transcript
