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Surveillance: Elevated Risks with Wilson

Bloomberg Surveillance

00:00

The Rise of the Interest Rate Regime in the Stock Market

The 20 stocks carrying today screams the roll up I've been talking about for six, seven, eight months with the interest rate regime that you studied at Michigan a few years back. The last 20 years has been a world of repression where all of these metrics were somewhat predictable. And now we're entering a world where it's just not as predictable. It might not be yet, even if we get disappointing earnings, but you will.

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