The 2022 Whipsaw Market and the Hedgehog: Retail Stocks, Tech, and More
This week's episode picks up where last week's The Razor's Edge episode left off. We talk the current whipsaw/whiplash macro environment, where a smaller, often over optimistic social media company can trigger a panic, and then news that is no worse than expected can fire up a bear market rally.
We discuss tech stocks, retail stocks, and whether it's possible to be too bearish or too bullish as the winds shift.