RiskReversal Pod cover image

The Silence of The Bears & Tokenizing Venture With Rob Frasca

RiskReversal Pod

00:00

Is There a Segue to Small Cap Financials?

LZ: Are there areas of the markets that you're focused on that might kind of change your tune? I mean, you are not particularly bearish the way guy and Danny and myself are. You're a bit cautious at the moment and you're always looking to put money to work in different sectors. How is this kind of higher for longer rate environment informing some of your views on specific sectors? LZ: Financials did not take us to this most recent peak. It was tax communications, the growthy stuff. The financials, industrials, materials, energy are the ones that would get us out of the trough.

Play episode from 25:02
Transcript

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