Season 6 · Episode 13
Bonds Poised for More Upside. Tech Stocks Too: Chad Olivier
The Contrarian Investor Podcast · Nathaniel E Baker
August 6, 202439m 15s
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Show Notes
Chad Olivier of Baton Rouge, La.-based The Olivier Group joins the podcast to discuss his view of markets and why he is bullish about bonds and technology stocks.
This podcast episode was recorded July 30, 2024 and was made available to premium subscribers the following day -- without ads or announcements. More information on premium subscriptions is available here. Content Highlights- The view of the bond market has changed with the Fed (1:18)
- The Olivier Group started adding bond exposure through ETFs in the first quarter and expects to add to it... (3:18);
- The 10-year yield should drop to the 3% range "by this time next year" (4:43);
- Small caps have recovered lately but the guest is less bullish there (9:31);
- Technology stocks are much better positioned than in previous cycles (10:56);
- Municipal bonds may also present an opportunity... (15:41);
- Background on the guest (20:05);
- Oil markets could present another opportunity, especially large cap, dividend-paying companies (23:58);
- The political outlook and its impact on markets (25:51).