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Live from Houston
The Compound and Friends
Is There a Bottom in Technology?
I think that what drives the national mood around how they feel about personal security and personal finance and money is employment. So in your potential scenario, this is what? Four percent, but stable inflation and a Fed that stays tighter than it stayed for years on end. You still have QT happening, which I don't know how that's filtered its way through the treasury market, but I think it potentially will. Different types of sectors and different types of companies do better than long duration assets. People are trying too quickly to call a bottom in tech and I think it's just going to take time because if we do go into a recession, tech doesn't do well. It's just not
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