Matt Cerminaro

Co-founder and chief product officer of Exhibit A, a tech platform providing custom branded visuals to financial advisors and financial institutions. He is also a research associate providing content and visuals to the compound and Ritholtz Wealth Management.

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Jun 20, 2025 • 59min

Why Defensive Stocks Have Disappeared

Matt Cerminaro, co-founder of Exhibit A, and Todd Sohn, ETF strategist at Strategas, dive into the nuances of today's market landscape. They tackle the Fed's challenges with inflation and employment, explore the decline of defensive stocks, and discuss the evolving role of technology in investing. The duo sheds light on innovations like leveraged ETFs, the significant role of Apple in the S&P 500, and the psychological factors influencing market recoveries. Their insights invite listeners to rethink traditional investment strategies amidst shifting dynamics.

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