Data Curveball, Margins & Movies, and The Elder Economy 7/20/23
The Exchange
00:00
How to Stay on the Short End of the Curve and Earn Yield
Alex Morris: Tech stocks can do well in a period of rising rates. He says Discover Financial is the worst stock on the S&P today. The financial sector is usually the most sensitive to interest rates, given that's ultimately their business and he doesn't think it will change anytime soon. Steve Leesman: Consumers are less likely to buy cars or credit cards because of higher rates.
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