
Surveillance: Market Timing with Bitterly (Podcast)
Bloomberg Surveillance
00:00
Liquidity
Lisa: Until the market can coalesce around wheretthe risk free rate belongs, how could we possibly decide on a path for riskier assets? john: You almost need to get some stability ind that in that rate forecast before you can see any stability elsewhere. lisa: I suggest a decent portion of your exposure be allicated to some of these really high quality investment companies at the short end of the curb. i think that's going to be a positive, real return trade. A. It's going to take some, it's going to taking some time to get there, but i think we will be paid and rewarded for something like that.
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