
Nike on the Move After Earnings, and What Drove Yesterday’s Sell-Off 12/21/23
CNBC's "Fast Money"
00:00
Analysis of Big Cap Growth Trade and Concentration in the MAG 7
This chapter discusses the current state of the big cap growth trade and the potential for a correction. They address factors such as interest rate expectations and economic growth, as well as concerns about concentration in the MAG 7 stocks. They also suggest that other parts of the market may shine if the growth trade takes a breather, and debate whether Apple should be removed from the MAG 7.
Play episode from 19:01
Transcript


