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Show Notes
Barbara Goodstein sees some standout opportunities in a few select groups of the market including defense, energy and crypto. Within the defense space, she points to the VanEck Defense ETF (DFNS) as well as General Dynamics (GD) and Rolls Royce (RYCEY) as ways to play that group. For energy, Barbara highlights U.S. energy independence as a reason why Middle East conflicts don't impact the U.S. as it used to, and she lists XLE and OIH among energy tickers to track. Meanwhile, for the crypto space she likes Strategy (MSTR) based off of its Bitcoin (/BTC) treasury reserve strategy. Barbara says that crypto could be "the next strategic reserve asset" and believes investors should hold some crypto in their portfolio.
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