CNBC's "Fast Money" cover image

THE MAN WHO MOVES MARKETS SAYS BREAK OUT YOUR RALLY CAP!

CNBC's "Fast Money"

00:00

Do You Think the S and P 500 Will Be Swept Up in a Rotation?

Marko kolanovitch: If rates go meaningfully higher, i think we're going to lose a lot of these high growth, high valuation names. I don't think the cyclicals, resources and energy can hold up the s and p 500. So again, i agree with hem on those sectors. He also says he's praying for a rotation in some stocks that have been very out of favor.

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