The End of the Great Moderation Stop Go

Jame: In this period of higher volatility, the end of the great moderation stop go. And that is going to finally return us back to the stock picker market we have not had for about 20 or 25 years. I think there isn'tn no world in any way that i can see technology not cing at this accelerated pace. Jame: If if central bank balance use has gone away, then you should only be a stock paker if it's still there. The holcathy wood thesis, which i think is dead, right? It was almost like, what's the point of being an equity manager? You know? All your money should just be in spiders,.