Time for a Portfolio Pivot? 12/14/23

Time for a Portfolio Pivot? 12/14/23

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  • Episode
    • 940
  • Published
    • 14. dec. 2023
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Episode
940 of 2000
Længde
46M
Sprog
Engelsk
Format
Kategori
Økonomi & Business

Is it time to do your own pivot out of large cap growth stocks and into areas of the market that have dramatically lagged? Anastasia Amoroso from iCapital gives her take. Plus, Mark Okada from Sycamore Tree Capital Partners sees higher rates in the new year. He explains why. And, star analyst Stacy Rasgon tells us what today’s Intel AI event might mean for the stock.

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