I’d Love To Change The World and a Conversation with Michael Kantrowitz of Piper Sandler
RiskReversal Pod
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The Market Breadth and the Sustainability of the Market
The equated index has done was our call, which is up 3%, 4% a year to date. We favored or recommended positioning within growth stocks. So we're on the right side of leadership, but did I expect the NASDAQ to jump up 38%? It probably wouldn't be seven stocks comprising the majority of all gains. And flip that also is that no one had the Fed going, I think, this much more.
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