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Are Risk Assets at Risk? With Michael Kao

Real Vision: Finance & Investing

00:00

The Fed's Premature Emasculation

At some point people are still pricing in Fed rate cuts. Does that sound like a mistake? I think it's OPEC plus making the mistake of trying to gin the market up before the Fed is done with its work. The question is how long are we going to take because of these, these struck what I think are potentially structural tailwinds. And then at that point, you would think that risk assets will care.

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