PLAY PODCASTS
Roth: Rotation Out of Large Caps 'Healthy,' Tech 'Reached Its Limit' for Now

Roth: Rotation Out of Large Caps 'Healthy,' Tech 'Reached Its Limit' for Now

Schwab Network · Schwab Network

December 5, 20258m 46s

Audio is streamed directly from the publisher (anchor.fm) 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

The jobs picture is an "evolving situation," says Brad Roth, noting it will be "all eyes on the Fed" for next week's interest rate decision. However, he explains his "goldilocks scenario" that could unfold. On stocks, Brad says that rotation out of large caps and into small and mid-cap names make for a healthier market. He adds to that point by making the case that tech "reached its limit" short-term.


======== Schwab Network ========

Empowering every investor and trader, every market day.


Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe

Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185

Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7

Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch

Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore

Watch on DistroTV - https://www.distro.tv/live/schwab-network/

Follow us on X – / schwabnetwork

Follow us on Facebook – / schwabnetwork

Follow us on LinkedIn - / schwab-network

About Schwab Network - https://schwabnetwork.com/about