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Episode 22 - Solid 2Q 2020 Earnings May Say Rotate To Value, But Are The Supporting Factors Fully In Place?
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İçerik Laidlaw Wealth Management tarafından sağlanmıştır. Bölümler, grafikler ve podcast açıklamaları dahil tüm podcast içeriği doğrudan Laidlaw Wealth Management veya podcast platform ortağı tarafından yüklenir ve sağlanır. Birinin telif hakkıyla korunan çalışmanızı izniniz olmadan kullandığını düşünüyorsanız burada https://tr.player.fm/legal özetlenen süreci takip edebilirsiniz.
In this episode Richard Calhoun, CEO of Laidlaw Wealth Management, discusses the strengthening 2Q 2020 earnings season, the likely sizing of further COVID relief support by Congress and the Fed and other developments with Laidlaw & Company Chief Market strategist, David Garrity.
The topics discussed in this episode are: With 2Q 2020 results strengthening, is now the time to rotate into Value?, Does COVID accelerating Tech disruption continue to favor Growth? Just how big should the next COVID fiscal relief package be?, Is now a good point to add to stock positions?, and Will the U.S./China relationship be calmed by a return to a focus on trade?
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