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Home > What Goes Up > When the Fever Breaks
Podcast: What Goes Up
Episode:

When the Fever Breaks

Category: Business
Duration: 00:42:06
Publish Date: 2022-01-21 09:00:00
Description:

Morgan Stanley’s Andrew Slimmon joined the “What Goes Up” podcast to discuss how loading up on cyclical stocks helped the MSIF U.S. Core Portfolio mutual fund that he co-manages post a 36% return in 2021, and how he’s reluctant to buy the dip in high-growth stocks because “once the fever breaks, it lasts a long time.”

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