Audio Length: 00:47:15
This week, I am joined by Sean Udall, CIO at Quantum Trading Strategies. We review Q4 tech results, with small and mid cap enterprise tech still putting up the biggest beats and finally getting rewarded for it. With inflation likely to rise as interest rates normalize, the group takes a look at energy, gold and real estate as potential beneficiaries, while rising wages may help certain retailers and the health and wellness space.
Comments
Log in or sign up to join the conversation.