Mish Schneider Likes Commodities & the ‘Vanity Trade’, Avoids Small & Mid Caps
Schwab Network · Schwab Network
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Show Notes
Mish Schneider encourages profit taking and looking outside of the main market narratives. “This is a world you can’t really predict,” she says, discussing various visions of the AI future. She’s avoiding the “small and mid cap earnings model” for now, aiming at commodities instead. Mish thinks it’s important to watch gold and consumer health and likes the “vanity trade.”
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