On The Tape Podcast – Man On The Moon and a Conversation with Mike Wilson

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On this episode of On The Tape Mike Wilson of Morgan Stanley joins Guy, Dan, and Danny to discuss being bearish in a bull market (3:00), what would change Mike’s thesis (11:00), S&P earnings expectations (14:30), second-half trends (16:00), the bond market (25:30), whether the hopium can continue in the markets (33:00), inflation (38:00), the Fed meeting (42:00), tech stocks selling off on Thursday (45:00), China (49:00), passive vs active investing (52:30), and Carvana’s wild ride (54:00).

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The post On The Tape Podcast – Man On The Moon and a Conversation with Mike Wilson first appeared on Risk Reversal.