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I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler

RiskReversal Pod

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The Market's View on Earnings

In the first half, we recommended being in high quality growth stocks. The reason was very simple. We thought we were gonna see earnings continue to slow and still view that as the outlook. But I think this backdrop of slowing earnings growth is going to persist. It gets to a point where P's can't continue to expand. So we're recommending you stay with these growth stocks.

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