Overweight risk

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The 'Mag 6' has a lot of room to run, so we're overweight risk, says JPM's Phil Camporeale
CNBC Televisionยท 2025-07-01 15:35
portfolio manager at JP Morgan Asset Management. Always happens when you when you least expect it, right. There was so much doom and gloom after those liberation day surprise high tariffs and look at the comeback we've made.Does it continue. Yeah, I got to we got to catch our breath after that quarter. I mean, you you showed that it was the best quarter for the for for the market in 5 years. Do you know it was the only quarter in the history of the S&P that we had a 10% draw down intraquarter only to finish ...