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Show Notes
Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, says it is way too early to get bearish. Dr. Amesh Adalja, Johns Hopkins Center for Health Security Senior Scholar, says getting only a mild illness from Covid-19 is a victory for vaccines. Sarah Hunt, Alpine Woods Capital Investors Portfolio Manager, says growth is going to continue to be important for equity markets. Neil Dutta, Renaissance Macro Research U.S. Economic Research Head, says the Fed could hike four times next year without being hawkish.
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