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Sleeping On Steepening with Clark Briner of Revere Capital

RiskReversal Pod

00:00

The Fear of Missing Out

LZ Granderson: Are you starting to feel the euphoria of 2019? He says we had yield curve inversion, Fed that just turned dovish and then a re-steepening. This is to Liz's point a little bit, but we also had earnings growth decelerating; margins decelerating. LZ: Late cycle money coming in typically gets in, I think, at the wrong time. And because all the indicators continue to sort of go the wrong way.

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