Episode Details
| Title | Roaring Into Recession |
|---|---|
| Date | 3/26/2020 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $UNDERVAL - Seek undervalued assets that have been treated too badly by the market, as their prices are likely too low and present buying opportunities.
- “It's always about finding the assets that have been treated too well so that their prices are too high and you don't want to buy them, and the assets that have been treated too badly so their prices are too low and you do want to buy them.” - Howard (19:01)
- 🟢 $SMALLTICK - 🔒
Bearish:
- 🔻 $GLOBALGDP - 🔒
- 🔻 $TRAVEL - 🔒
- 🔻 $USGDP - 🔒
- 🔻 $CONSSVC - 🔒
- 🔻 $CONSTRUCT - 🔒
- 🔻 $MFG - 🔒