Brian Levitt
👤 SpeakerAppearances Over Time
Podcast Appearances
Financials got kneecapped.
Real estate, like real estate up until recently, there's some weird reasons why.
Insurance, like all of these different categories of stocks and there are huge categories of stocks got blown up by this oil price spike.
And so-
I feel like if that goes into reverse, that goes into reverse.
It would make sense to see people say, okay, great.
It's game back on.
But we don't have wage growth as a component of the inflation.
No.
That's not what's happening.
That's not what's happening.
You have a price shock.
That was the problem we had four years ago.
We don't have that today.
No.
We have the price shock.
If we were to end the year today and somebody would say, use one word to describe what worked in the markets in 2026, what word would you use?
What would you use?
Memory.
Growth.