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Doug Peta

Chief US Investment Strategist at BCA Research, an independent research provider. Offers top-down analysis of major economies and financial markets.

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Nov 28, 2024 • 47min

Doug Peta on Rethinking Equity Exposure, Labor Market Trends, and Defensive Investment Strategies in Uncertain Times

Doug Peta, Chief US Investment Strategist at BCA Research, shares his expertise in navigating economic uncertainty. He discusses the importance of reconsidering equity exposure amidst potential recessions and analyzes labor market trends, highlighting the implications of the JOLTS report. Peta also dissects the influence of tax cuts and immigration policy on the economy. Furthermore, he emphasizes defensive investment strategies, explaining how to adjust portfolios for stability and risk management in volatile times.