Stay With AI Theme to Counter Volatility, Says Evercore’s Emanuel
Bloomberg Television·2025-07-31 14:29
If we're headed into a period of dislocation, more volatility, should you do anything about it. If there are other factors in the economy and earnings that can just turn around and lift things right back up. Well, and it's it's funny because investors tend to believe that when the markets are trading as well as they are, that it's an easy time to invest.In A lot of ways, it's much more difficult because valuations are high, volatility is low, and we know that's not sustainable, particularly coming into Augu ...