The Markets Are Down 20 % on a Three Year Time Horizon

Courtney garcea of payn capital management and marcy mc gregor of bank of america round out the conversation. Courtney: The markets down 20 % on a three year time horizon? That's not a bad place to start thinking about a getting more bop. i think that there's risk that both tech as well s those top five names see more valuation compression from here, says Marcy. We've been starting to extend duration a little bit in our fixed income side of the poritfolio. But we don't want to take any big swings now with market volatility.