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Julie Beal
Portfolio manager and recurring Fast Money guest who discusses stock selection, valuation concerns and longer‑term allocation perspectives.
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Oct 2, 2025
• 44min
Market Momentum Still Alive… And Energy’s Next Move in Q4 10/2/25
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Julie Beal, a seasoned portfolio manager and regular contributor, joins to explore the current stock market landscape. She delves into the high valuations of tech stocks, questioning their sustainability amidst potential Federal Reserve adjustments. The discussion shifts to tactical asset decisions, weighing the merits of equities versus a 4% CD. Beal emphasizes long-term strategic allocations, particularly favoring small and mid-cap stocks while cautioning about downside risks. The episode also examines shifting trends in energy funding and emerging opportunities in China.
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