Premium to Humility (guest: Neil Azous)
The Market Huddle
00:00
The Impact of Interest Rate Rises on the Economy
I'm sympathetic to the argument that this is what you see at the end of a bull market. But I'm also a big believer in Dario Perkins who says that this wasn't a regular cycle. And too often we're trying to attach regular playbooks to something that is dramatically different. The impact of these interest rates will inevitably show up, but it just obviously isn't happening as fast as everyone wants it to.
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