
Episode 111
Mike Wilson: The Tug of War for U.S. Equites
Thoughts on the Market · Morgan Stanley
February 4, 20203m 54s
Audio is streamed directly from the publisher (pdst.fm) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
On today's episode, U.S. equities face concerns over global growth—caused by the coronavirus and other catalysts—but plentiful liquidity from the Fed. Thoughts on positioning from Chief Investment Officer Mike Wilson.