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Wall Street Breakfast
Markets don't like uncertainty
Mar 17, 2025
In this discussion, Steven Cress, VP of Quant Strategy at Seeking Alpha, shares his expertise on navigating market turbulence. He emphasizes the barbell approach for portfolio protection, blending high-yield dividends with strong fundamentals. They also delve into the impacts of tariffs on market sentiment and how political climates affect investment strategies. Cress urges investors to remain calm and strategic, even as uncertainty looms over the markets.
07:54
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Quick takeaways
- Current market instability necessitates a defensive investment approach, favoring sectors like consumer staples and utilities for stability.
- Utilizing a barbell strategy balances risk and growth by combining dividend-paying stocks with fundamentally strong growth opportunities.
Deep dives
Navigating Market Uncertainty
Current market conditions exhibit significant uncertainty, largely driven by political developments and economic factors. This volatility has led to a preference for defensive sectors, such as consumer staples and utilities, as investors seek stability amidst fluctuating stock prices. Many investors are selling high-performing stocks to lock in profits, which can negatively impact prices and create further uncertainty. Despite these challenges, maintaining a disciplined investment strategy and focusing on fundamentals can help seize opportunities arising from market corrections.
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Discover
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Listen to the best highlights from the podcasts you love and dive into the full episode