Time for a Portfolio Pivot? 12/14/23
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.
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
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.
Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.