
The Fed's Dueling Mandate?
MRKT Matrix
00:00
Uh Ratio Charts
Carter: To some extent it's a beta trade well the first thing is beta summaries are beta and the second thing is fang is dominated right by um the biggest waiting is meta and then it's tesla and in vidia is in the top 10. Carter: I think you fade the most extreme things within tech and i think you fade tech generally relative to the market but if we get all the way down to that upward sloping trend line regardless of how you draw it should be relatively quickly.
Transcript
Play full episode