In this episode of Behind the Markets we’ll get a roundup of ideas from the annual Camp Kotok meeting in rural Maine—where economists and investment advisors talk shop while fishing and hiking. What’s their outlook for the markets—and how are they adjusting in advance of another expected Fed rate hike? We also talk sector rotation and how that works to keep your portfolio in check. Tune in!
Guests:
Matthew McAleer - Executive Vice President and Director of Equity Strategies at Cumberland Advisors
More about Cumberland Advisors here http://www.cumber.com/
Andrew Stewart -Exchange Capital Management Senior Portfolio Manager Ann Arbor, MI
More about Exchange Capital Management here https://www.exchangecapital.com/
Behind the Markets Podcast