Quality Stocks to Outperform in 2025

The 2025 equity market theme will be "quality," favoring companies with strong balance sheets and cash flow over unprofitable ones.
This is due to the Fed's stance on interest rates and its dependence on labor market conditions.
A strong economy and high bond yields benefit quality names, while market instability also favors secure, strong balance sheet companies.
Current market froth, with some companies trading at high valuations relative to sales, resembles the dot-com bubble, and its correction will likely favor stronger, higher quality names.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.