Portfolio Positioning For An Uncertain Market With Next Gen Investors

PonyWang/E+ via Getty Images Listen here or on the go via Apple Podcasts and Spotify    Sungarden Investors Club' Rob Isbitts talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching institutional investors allocations (11:30). Looking differently at Microsoft and Amazon, preparing for a bear market (17:50). Software, hardware, and AI stock selection (22:10). Yield curve steepening (28:00). Transcript Rob Isbitts: ...