Okay, Computer: Meet The New Bubble, Same As The Old Bubble with Rick Heitzmann
RiskReversal Pod
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The Bearishness of the Stock Market
The macro is going to continue to be a thing here. I just kind of stay focused on the fact that most of the stocks in the stock market are not participating in the rally this year. We're seeing extended sales cycle and therefore weaknesses. So we're seeing a lot of things that point to bearish territory or focus more on a recession as all these things have chewed away both consumer and enterprise confidence.
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