The Rally 6/30/23
Halftime Report
00:00
The Relationship Between Rates and Tech
Bryn: Maybe just the relationship that we tried to put together between rates and tech was misplaced from the get-go. Bryn: I still think if we enter a period where rates are higher for longer, there has to be pressure on valuations. Just generally speaking, because of all the money that's flowed in there, it doesn't make sense for forward returns.
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