Barron's Streetwise
A Second Chance to Panic
May 2, 2025
Bryant VanCronkite, a Portfolio Manager at Allspring Global Investments, shares invaluable insights on navigating today's turbulent market. He discusses the shift towards value stocks over growth, emphasizing strategies for investors during downturns. The conversation touches on Disney's financial hurdles, the rising costs of family trips, and its stock performance relative to competitors like Netflix. Additionally, Bryant highlights opportunities in mid-cap stocks and presents interesting stock picks while urging a reassessment of investment strategies amid economic uncertainties.
22:02
Episode guests
AI Summary
AI Chapters
Episode notes
Podcast summary created with Snipd AI
Quick takeaways
- Investors are encouraged to rebalance their portfolios towards mid-cap value stocks to mitigate risks and seize long-term growth opportunities.
- LabCorp is highlighted as a promising stock due to its essential role in diagnostics, strategic acquisitions, and stable cash flow during economic uncertainties.
Deep dives
Mid-Cap Stocks Present an Opportunity
Investors are encouraged to reconsider their portfolio positioning in light of the current economic climate and perceived market weaknesses. Mid-cap stocks, particularly mid-cap value stocks, are highlighted as attractive investment options due to their potential for growth in 5 to 10 years. Brian Van Cronkite emphasizes the importance of rebalancing portfolios to leverage these opportunities effectively. This repositioning allows investors to improve their overall market standing while mitigating risks associated with the economy's fluctuation.
Remember Everything You Learn from Podcasts
Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
