Max Wasserman, Founder and Senior Portfolio Manager of Miramar Capital, joined Bloomberg News to share his thoughts on the risks that come along with the amount of optimism surrounding the Fed’s drastic interest rate cuts. Max also shared what sectors and companies he sees benefiting the most within a falling rate environment, such as home improvement stocks like The Home Depot and consumer stocks, such as McDonald’s.
Max’s segment starts at the 35:28 mark.