Cyclical & Growth Positioning: Energy, Financials, & Tech
Schwab Network
English - April 20, 2021 15:02 - 7 minutes - 37.9 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
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Michael Arone says the bullish case for markets remains sound. He continues to encourage to barbell cyclical and secular change in this period, while he also favors both cyclical and growth positioning like energy, financial, and tech sectors.