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I Can Hear The Bells with Dennis DeBusschere of 22V Research

RiskReversal Pod

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The Soft Landing of Industrial Names

We are in the chase mode right now. I have a tough time arguing that those type of names continue chasing higher from here. Those were the first movers in the non-recession call. And we're seeing some of these industrial names are unbelievably well. Maybe it's happening right before our eyes. Which is a healthy, which is actually what you would want to see if you believed in a soft landing,. It is a soft landing trade or potentially a no landing trade.

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