
Etzweiler: Midterm Volatility and Long‑Term Opportunity
Schwab Network · Schwab Network
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Show Notes
Chuck Etzweiler outlines what investors should expect as the midterm cycle approaches, highlighting policy‑driven volatility, healthcare’s defensive appeal, and the long‑term momentum behind reshoring and electrification. He explains why semiconductors, manufacturing, and power‑grid infrastructure could anchor portfolios through the next decade.
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