Episode Details
| Title | Fed Cutting Cycle Imminent, What's Next for Markets? | Weekly Roundup |
|---|---|
| Date | 9/14/2024 |
| Podcast | On The Margin ↗ |
Key Insights
Bullish:
- 🟢 $INSURANCE - Ram highlights the strong performance of the insurance industry, noting it as the second-best performing industry group year-to-date. He suggests this sector is overlooked by many investors.
- “Insurance is the 2nd best performing industry group here to date. Not many people talk about that or know that.” - Ram (39:04)
- 🟢 $VALUE - 🔒
- 🟢 $BTC - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $ENERGY - 🔒
Bearish:
- 🔻 $TLT - 🔒
- 🔻 $UTIL - 🔒
- 🔻 $GROWTH - 🔒