AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
TX Empire Goes Bankrupt in Sudden Fall
Bloomberg Businessweek
We're Not Saying Outright Avoid Bonds
2min Snip
00:00
Summary
Transcript
Episode notes
We still don't like the large cap tech names that come on. Those are the biggest ones that are bouncing. We stick with some of those cyclicals, your industrials and also small caps. Just small caps did not violate their June lows in October. The really cheap relative to large. There's a lot more stocks going up now than there were over the summer,. So cyclical value and small caps to two areas we've liked and continue to like into next year.
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode