Stop Worrying and Learn to Love the Debt Bomb with Tony Dwyer of Canaccord
RiskReversal Pod
00:00
What's Driving Cornflation?
If rates stay down here, then you're going to have inflationary impact. Mega cap stocks are not only down from that point, a couple of them are down almost 2%. And the S&P is in the exact same spot because that got made up for by the 1.8% move in the KBW Bank stock index. That's the rotation I'm talking about. If you're just looking at the index, unless you're a passive investor, where's the action?
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