Widespread Panic with Cameron Dawson of NewEdge Wealth
RiskReversal Pod
00:00
Is Equal Weight a Better Solution?
Danny Cevallos: There has been bifurcation finally in this market now for those people that can't do that kind of individual stock selection. We should be asking ourselves is what worked the last cycle going to work the next cycle and the last cycle it was so growth dominant, he says. If estimates come down low enough for 2023 and they've cut costs aggressively enough there is no reason to believe that the largest growth names will not lead in the next cycle, Cevallos adds.
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