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When the Fed gets aggressive, it doesn't immediately tank markets, says Jim Lebenthal

Jim Lebenthal, partner at Cerity Partners, joins the 'Halftime Report' to discuss his current portfolio, which is down 4 percent. He says he is envious of those who have cash right now, but believes the omicron variant is a 'head-fake.' He also discusses how to deal with the Fed as it's expected to start tapering sooner than expected.

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