Time for a Portfolio Pivot? 12/14/23
Is it time to do your own pivot out of large cap growth stocks and into areas of the market that have dramatically lagged? Anastasia Amoroso from iCapital gives her take. Plus, Mark Okada from Sycamore Tree Capital Partners sees higher rates in the new year. He explains why. And, star analyst Stacy Rasgon tells us what today’s Intel AI event might mean for the stock.
December 14, 2023
46 min
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December 14, 2023
Time for a Portfolio Pivot? 12/14/23
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46:27This episodeTime for a Portfolio Pivot? 12/14/23
Summary
Is it time to do your own pivot out of large cap growth stocks and into areas of the market that have dramatically lagged? Anastasia Amoroso from iCapital gives her take. Plus, Mark Okada from Sycamore Tree Capital Partners sees higher rates in the new year. He explains why. And, star analyst Stacy Rasgon tells us what today’s Intel AI event might mean for the stock.
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