Investing With IBD Ep. 248 Randy Watts: Reduce Risk By Flowing With The Fed
Dec 21, 2023
Randy Watts, Senior portfolio manager at O’Neil Global Advisors, discusses the Fed's impact on the stock market and strategies to reduce risk. They also mention potential sectors and stocks to watch, including AI, weight loss drugs, cybersecurity, and consumer companies focused on experiences.
Chapters
Transcript
Episode notes
1 2 3 4 5 6
Introduction
00:00 • 4min
The Relationship Between the Federal Reserve and the Stock Market
04:19 • 14min
Fed Rate Cuts and Bond Yields
17:57 • 5min
Reducing Risk in the Market
23:15 • 9min
Potential Sectors and Stocks to Watch
32:28 • 8min
Market Analysis: Sector Rotation and Potential Opportunities
39:58 • 13min