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Text duration start ents sentiment
market s p 500 going into a fed rate 3.92 Jump to 8.08
    CARDINAL 500
yeah well thanks for having me first 3.68 Jump to 22.08
    ORDINAL first
you'll see there from that first chart 4.0 Jump to 37.44
first rate hike in fact the market does 3.36 Jump to 42.879
    ORDINAL first
pretty well going into that first rate 3.52 Jump to 44.559
    ORDINAL first
you know one that we've been focusing on 3.84 Jump to 67.2
very important for 2022. 3.8 Jump to 75.04
    DATE 2022
three times uh in additional offerings i 3.921 Jump to 102.399
    CARDINAL three
at tech again going back to 1964 in in 4.479 Jump to 121.28
    DATE 1964
the face of the first rate hike it 3.36 Jump to 124.0
    ORDINAL first
actually doesn't do very well it's one 3.36 Jump to 125.759
interestingly enough after the first 3.521 Jump to 129.119
    ORDINAL first
a tough first quarter but it should line 5.44 Jump to 140.72
    DATE a tough first quarter
we get into the second half of 2022. 5.2 Jump to 146.16
    DATE the second half of 2022
chemistry 101 what you really want to do 4.24 Jump to 162.48
    CARDINAL 101
is isolate one variable at a time and 4.401 Jump to 164.319
    CARDINAL one
see what the impact of that one variable 5.04 Jump to 166.72
    CARDINAL one
to pull two levers that i don't think 3.601 Jump to 174.239
    CARDINAL two
one of the things that we look at is 3.2 Jump to 182.48
    CARDINAL one
100 basis points let's call it uh in 4.32 Jump to 188.08
    CARDINAL 100
historically that's at least 190 basis 4.16 Jump to 192.4
    CARDINAL at least 190
news has been over the last two or three 2.879 Jump to 203.36
    DATE the last two or three
2022. 2.72 Jump to 218.159
    DATE 2022
second half of 2022 would have had a 4.399 Jump to 240.48
important for this story of 2022 to 4.0 Jump to 261.12
    DATE 2022
transition uh that one looks vulnerable 4.16 Jump to 272.8
    CARDINAL one
and discretionary are two that we're 3.361 Jump to 298.479
    CARDINAL two