Trifecta Stocks Podcast: Episode 5

On this episode of the Trifecta Stocks podcast, portfolio managers Bob Lang and Chris Versace talk about the factors driving the inflection we’ve seen in the stock market between the fall in 4Q 2018 and the quick rebound we’ve seen so far this month. From a Federal Reserve that has softened its tone to potential developments on the US-China trade front, the negatives that were weighing on stocks during the last few months of 2018 have abated. As Bob and Chris discuss, however, there are the market still has to content with slowing growth expectations for both the global economy and earnings in 2019. As we head into the thick of December quarter earnings season and the market looks to find firmer footing despite being over bought, Bob and Chris share the characteristics that they’re looking for in terms of adding new positions to the active portfolio or the Bullpen.
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