Widespread Panic with Cameron Dawson of NewEdge Wealth
RiskReversal Pod
00:00
The S&P Multiples Rally
I think that investors still on for the most part don't understand what it's like or what it's going to be like. It's not just a tightening cycle but just a non-QE cycle of things and I think that's the reset to me of the S&P multiple is that. Today is a 60-40 dream shot today is the you get back a lot of that so how people do they think oh they're coming out of gonna come out of bonds and I'll go into stocks are they seeing this bond rally give them a little bit more comfort to go back into fixed income? What would you write if this market closes up here 5% NASDAQ up 7 yields
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