Ted Weisberg Discusses Sector Rotation, Key Tech Names & Market Confidence
Schwab Network · Schwab Network
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Show Notes
What will markets focus on as earnings season comes to a close? It's the question Ted Weisberg poses to investors, noting that the current period of sector rotation tailing the season is always a difficult time for investors to navigate. He sees big pharma serving as one corner of the market to benefit as some investors move away from tech. Ted still sees opportunity in Meta Platforms (META), Microsoft (MSFT), and Oracle (ORCL). In the event volatility spikes back up, he tells investors to always know "where the exits are" and avoid tremendous losses.
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