Prediction? Pain.
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About this listen
Simon discusses the Fed's recent hawkish clarification of its monetary policy and how markets have reacted. Simon continues to argue for a grinding range-bound market where company-specific execution will increasingly inform stock prices. He brings on Ann Summerson to examine some of the potential ramifications of new government policy and potential policy changes to come. Companies mentioned in this episode include LHX, V, FISV, and RHX.
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