MKT Call 7/5/22: Stocks Sink, ARKK Outperforms and Crude Crash Could Signal Lower Gas Prices
RiskReversal Pod
00:00
Hire Camp
Tech and staples have the most exposure to currency, by virtue of selling their wares globally. The Fed is being very aggressive in how they say they're going to go through quantitative tightening,. But i think we're in unchartered territories to carter here. There is no historical precedent for what we're seeing right now. I just don't know. It's probably telling us that the sshooting will be over before it happens.
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