Welcome to the Machine with Stuart Sopp of Current & Anastasia Amoroso of iCapital
RiskReversal Pod
00:00
The Effects of the Equivalent Weight S&P on the Equity Markets
Danny Cevallos: The risks are lurking in parts of the credit markets. He says he's particularly concerned about the leverage loan market. If China comes back online, or even before it does, if the stimulus gets ratcheted up, materials, energy, industrials can catch a bit as a result of that. "I think one of the contrarian trades that can power a cyclical at least trade is China"
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