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8min chapter
Time to Get Defensive, Avoid 'Magnificent 7' Tech Stocks: Ted Oakley, Oxbow Advisors
The Contrarian Investor Podcast
Navigating Economic Uncertainty and the Impact on Real Estate
The chapter explores the current market landscape, warning about high levels based on momentum rather than fundamentals. It advises defensive strategies like reducing investments amid economic challenges in sectors like real estate and automotive. There are discussions on indicators pointing towards potential risks ahead and the implications of federal stimulus measures.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode