What Goes Up podcast

When the Fever Breaks

1/21/2022
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Morgan Stanley’s Andrew Slimmon joined the “What Goes Up” podcast to discuss how loading up on cyclical stocks helped the MSIF U.S. Core Portfolio mutual fund that he co-manages post a 36% return in 2021, and how he’s reluctant to buy the dip in high-growth stocks because “once the fever breaks, it lasts a long time.”

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