Inflection Point cover image

Progressing Through The Credit Tightening Cycle | Julian Brigden

Inflection Point

00:00

The Contradiction in Markets

Julian Zelizer: I am interested to see Nasdaq and let's call it not even large cap growth, which is becoming more value-ish. But man, for so long, the valuation of these high growth, you know, low cap tech stocks has just been nuts. He says junior gold miners or silver miners might do just as well, right? It might be a gold. Zelizer: We will see there are definitely risks to the liquidity situation as we move into the second half of the year.

Play episode from 38:58
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app