A Deep Dive Into The Markets, Inflation Outlook
Bloomberg Intelligence
00:00
I'm a Little Concerned About the Cyclical Trade, but I Think There's Plenty of Room in the Portfolio for Longer Term Secular Growth Stories as Well.
We saw some pretty good tech earnings this past week. Ross: I think there's plenty room in the portfolio for longer term secular growth stories as well. We expect rates to continue to move highr a little bit from here, but i think there's gim for both of those trades in the portfolio.
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