"There are no short duration stocks", says Andrew Mies of 6 Meridian. Purchases that people made last year, will not be repeated this year such as Peloton (PTON) bikes and Apple (AAPL) laptops, therefore showing a slowdown, adds Andrew. He points out this year there will be things we didn't have last year, such as travel. He says the housing market is really a seller's market. He and Oliver discuss the potential infrastructure plan.
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