June 17th, Podcast

Are you a FedHead and should you care what Janet said? Or should you be more focused on the sector rotation going on now? An even bigger question: Has the overall market changed character?

Tim, Don, and Dan discuss implications of the Fed’s new balance sheet decision, the current sector rotation, overall market softness and how they have raised cash over the past few weeks. They even outline how you will know when to get defensive in earnest.

As always, if you want a topic discussed on the show, have questions, or simply want a complimentary portfolio review, just email me at dan@revereasset.com.