“Oil up, markets down” is the straightforward narrative, says Richard Yasenchak. The concern is how long it will last, and he argues for diversifying against “macro drivers” rather than sectors as we wait to see. He shares how his firm is strategizing within the funds that it offers, and highlights holdings like Lockheed Martin (LMT) and Palantir (PLTR). He also thinks Microsoft (MSFT) has become “more attractive” on its recent pullback.
======== Schwab Network ========
Empowering every investor and trader, every market day.
Options involve risks and are not suitable for all investors. Before trading, read the Options Disclosure Document. http://bit.ly/2v9tH6D
Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe
Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185
Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7
Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch
Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore
Watch on DistroTV - https://www.distro.tv/live/schwab-network/
Follow us on X – https://twitter.com/schwabnetwork
Follow us on Facebook – https://www.facebook.com/schwabnetwork
Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/
About Schwab Network - https://schwabnetwork.com/about
More episodes from "Schwab Network"
Don't miss an episode of “Schwab Network” and subscribe to it in the GetPodcast app.
