Episode 070: Shake & Bake

15/05/2021 45 min Temporada 2 Episodio 19
Episode 070: Shake & Bake

Listen "Episode 070: Shake & Bake"

Episode Synopsis

In this week’s episode, David and Ian discuss the incredible strength that continues from Large Cap Value stocks, Industrials stocks, and levels of interest on the major indidces both here in the US and outside. David covers the recent sentiment and "one foot out the door" portfolio positioning. Ian tells why he thinks Semiconductors may not be the best sub-industry to track going forward.