))
The Case for Small Caps, Banks and Software | Cabot Street Check
Manage episode 387073710 series 3470620
Content provided by Cabot Wealth Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Cabot Wealth Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
This week on Street Check, Chris and Brad discuss the November market rally and whether a broadening rally could come at the expense of the Magnificent Seven mega-cap tech stocks while potentially leaving the S&P 500 little worse for wear. Then, they check in on resurgent meme stocks, and what signals (if any) they may be sending before taking a few minutes to discuss the legacy of Charlie Munger, the former vice chair of Berkshire Hathaway, and the lessons he's left behind for all investors. Finally, they welcome on Mary Ellen McGonagle of MEM Investment Research to talk about the technical and fundamental criteria she uses for identifying promising growth stocks and opportunities she sees in overlooked sectors and other areas of the market. Data discussed in this week's "Defend the Take" is available at Yardeni Research, here.
64 episodes
Share
