When the Fever Breaks
from What Goes Up Hosted by Bloomberg
Morgan Stanley’s Andrew Slimmon joined the “What Goes Up” podcast to discuss how loading up on cyclical stocks helped the MSIF U.S. Core Portfolio mutual fund that he co-manages post a 36% return in 2021, and how he’s reluctant to buy the dip in high-growth stocks because “once the fever breaks, it lasts a long time.”
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This episode is 42 minutes long.
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This episode was published on January 21, 2022.
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