OSF explains why high interest rates might not be as bearish for the stock market as people think especially with AI and tech giants driving so much of the market.
“We’ve had five, six years of rates going higher. You’ve had five, six years of risk assets going higher.”
“If you get to 7–8% interest rates, how does that impact the economy? The answer is it will definitely impact it significantly.”
“But the industries that get hit with high rates aren’t necessarily the trillion dollar companies.”
“If you speak to someone who’s just in crypto or just trading AI, they don’t really care.”
“We’ve had five, six years of rates going higher. You’ve had five, six years of risk assets going higher.”
“If you get to 7–8% interest rates, how does that impact the economy? The answer is it will definitely impact it significantly.”
“But the industries that get hit with high rates aren’t necessarily the trillion dollar companies.”
“If you speak to someone who’s just in crypto or just trading AI, they don’t really care.”
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