'Diversification is the Only Free Lunch' & The Market’s Tale of Two Cities
Schwab Network · Schwab Network
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Show Notes
“The market’s telling two different stories.” Eric Metz sees a tug-of-war between discretionary spending and income-dependent spending. He “wouldn’t be surprised” by a tech rotation as valuations stretch. Turning to the Fed, he discusses Powell’s comments today and what the rate cut path could be from here. He’s watching volatility and the VIX closely, calling it an “indication of complacency.”
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