
Citigroup Confronts Vaccine Holdouts in No Jab, No Job Mandate
Bloomberg Businessweek
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Is Now Really the Time for Value?
We think rates will rise, but our opinion is not so much that it would knock off the growth of the economy. Given muo, rising rates, we think cash flow becomes a lot more important. So we're looking at dividend stocks, dividend payers. If rates are rising and you have no earnings or no cash flow, that's a very sensitive instrument to be owning in a rising rate environment. But i think the market is beginning to look through. We don't know everything about where we're headed with this, but we do know a lot more, and we have a lot more tools.
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