The Power of Second Pivot

Antrim: My base case is that inflation is not transitory. There's enormous amounts of money, basically trillions and trillions that we airdrop. Eventually it makes it through to the system. Inflation becomes much higher. But you know what? I think that would be a tremendous buying opportunity when it occurs. Antrim: The Fed acts very slowly because it's like a gorilla. So small things, small changes by the Fed just kind of shake markets back up.