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Market Watching For Recession
Schwab Network
English - March 30, 2023 22:22 - 8 minutes - 94 MB - ★★★★★ - 23 ratingsNews Commentary News Business News business news news commentary news Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Bull Case For Defense Stocks
The market has transitioned from worrying about inflation and an aggressive Fed to recessionary fears, says Noelle Corum. She expects inflation data to heat up in the summer due to transitory reasons. She likes diversifying holdings through pairing low volatility or quality names, and being aware of exposure and hedging risk. However, she is still looking at some growth names.