Brian Moynihan on the Record, The Cardboard Box Recession, and Billionaires’ Row 6/12/23
The Exchange
00:00
The Cardboard Box Recession Could Spread Into Services
Jeff Klein: I think the second half of the year is going to keep us on pins and needles over the fact that the manufacturer, the cardboard box recession, could spread into services. Kelly Wallace: If you look at an equal weighted index, which represents the performance of the average stock since stocks bottom, the equal weighted international EFI index is up well over 20% in a bull market. Laura Needham: There are three names in this group who are betting on AI as it gets bigger and better.
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