What Goes Up cover image

TINA's Dead and Bonds Are Back

What Goes Up

00:00

Is There a Pivot in the Market?

There's no pivot in sight for now. The best we can get early next year is perhaps a pause to me. A pivot means that the Fed is going to turn around and cut rates. We're not expecting that. And therefore, those value names looking at a VLUE or an IV really makes a lot of sense in a portfolio. But I don't think that's going to be a lasting rally because I think that earnings growth will probably get revised lower.

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