Carrie Firestone

Investment Committee member offering portfolio-management perspective with attention to diversification, balance-sheet risk, and sector-specific calls.

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Nov 3, 2025 • 44min

New Month, New Strategy 11/3/25

Join market strategists Joe Terranova, Kate Moore, Carrie Firestone, and portfolio manager Steve Weiss as they dissect their November market strategies. They explore the implications of mega-cap tech concentration and the latest on hyperscaler spending. Joe reveals key shifts in the GOT ETF rebalance, while Kate analyzes Amazon's strategic AI partnerships. The team also debates attractive entry points in biotech and the impact of Kimberly-Clark’s acquisition on consumer staples. Finally, they share top trade ideas as year-end approaches.

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