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Episode 33. Which stocks outperform coming out of recessions? What happens when the yield curve steepens this quickly? What has to happen for the rally to continue?

This week's episode covers:

  • Which stocks outperform coming out of recessions?
  • What will happen to US/China relations in coming months?
  • Where is there still opportunity after a ~40% rally off the lows?
  • What happens when the yield curve steepens this quickly?
  • What has to happen for the rally to continue?
  • Where is market sentiment at present?
  • Fox Business appearance commentary on rotation.
  • And more...

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