long duration hyper growth stocks

1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Mar 10, 2022 by James Aitken · across every show →

Everything said about long duration hyper growth stocks, oldest first

Mar 10, 2022 bearish
Opinion
Rate volatility provides a strong headwind for hyper-growth stocks and credit
“And obviously, most of all, that would probably continue to be a very strong headwind for what remain hideously overpriced long duration hyper growth stocks. I mean, obviously, but it's also a bit of a headwind for credit.”
James Aitken Mar 10, 2022 ▶ 25:58 James Aitken – Market Implications of the Situation in Ukraine (Capital Allocators, EP.239)
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