Wealthion - Be Financially Resilient cover image

Outlook For 2nd Half Of The Year | Live Q&A w/ Wealthion's Endorsed Financial Advisors

Wealthion - Be Financially Resilient

00:00

RIA Positioning in a Disinflationary Environment

When you have momentum in the market, the momentum is going to carry. In a disinflationary environment, gross stocks are going to rule because those are long duration assets. I think we'll get a pullback of 3 to 5 percent somewhere along the way. And if you do, I'd be adding weight accordingly to cyclicals versus defensive.

Transcript
Play full episode

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app