Episode Details
| Title | More gains ahead for US stocks? |
|---|---|
| Date | 10/15/2024 |
| Podcast | Goldman Sachs Exchanges ↗ |
Key Insights
Bullish:
- 🟢 $MIDCAP - Mid-cap stocks are seen as a better opportunity due to their attractive valuations and historically stronger performance during periods of interest rate cuts by the Federal Reserve.
- “We think that's a much better opportunity at the valuation level, and they've historically had much greater torque to the idea of the fed cutting interest rates over 3 months, over a year's, time horizon.” - David (5:02)
- 🟢 $BUYBACKS - 🔒
- 🟢 $SPX - 🔒
- 🟢 $NVDA - 🔒
- 🟢 $AIINFRA - 🔒