Episode Details
| Title | The Economy is in Goldilocks | Ram Ahluwalia |
|---|---|
| Date | 10/15/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $CVS - Ram personally invested in CVS, viewing it as undervalued with negative news already priced in.
- “I bought CVS end of May, it's bombed out, bad news priced in.” - Ram (37:05)
- 🟢 $JAPAN - 🔒
- 🟢 $VALUE - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $NATGAS - 🔒
- 🟢 $PROD - 🔒
Bearish:
- 🔻 $UTIL - 🔒
- 🔻 $CRYPTO - 🔒