Closing Bell Overtime: Dow’s Best October Ever 10/28/22
Closing Bell
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Are You Still Defensive in the Market?
Cameron: We still haven't seen that earnings recession yet. But to me, and to where we're allocating within investors is that you're not really getting compensated for the added risk you're taking. And so if you look at how the velocity of money has gone down over the last 10 years or so, and asset price inflation coming off of that, as we go into a tight end cycle, you got to see valuations come down too.
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