Sycamore's Mark Okada: Labor data is starting to concern me
CNBC Televisionยท2025-07-29 20:31
All right, welcome back. Stocks taking a bit of a breather today as you see some firms now suggesting bonds might be your best play into August and September, not stocks. Marco, the co-founder and CEO of Sycamore Tree Capital joins us once again at Post9.Nice to see you back. Good to see you, Scott. I'll ask you about that in a minute, but because trade is taking a lot of the oxygen today with the talks in in Sweden.You say trade policy being less bad is still bad. You think the market's underappreciating t ...