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After trade wars, health-care concerns top list of current worries
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on April 07, 2022 07:46 (). Last successful fetch was on May 31, 2021 06:07 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 242584097 series 1065351
Following up last week;s discussion of the trade war and tariff concerns between the United States and China, Joseph Klein, senior investment analyst with HighTower's investment strategy team, and Jake Falcon of Falcon Wealth Advisors, discussed their big concerns for the market, noting that the nation's evolving health-care coverage concerns lead the way. Klein said the downside risk in the biotech, pharmaceutical and managed-care industries has him leaning towards health-care technology and equipment stocks in a situation that could extend through next year's election. Falcon, also concerned with health care, noted that he has concern over technology stocks entangled in privacy issues, but also noted that he's turning a common concern -- reduced income from falling interest rates -- into a positive by diversifying and changing income portfolios now.
99 에피소드
저장한 시리즈 ("피드 비활성화" status)
When? This feed was archived on April 07, 2022 07:46 (). Last successful fetch was on May 31, 2021 06:07 ()
Why? 피드 비활성화 status. 잠시 서버에 문제가 발생해 팟캐스트를 불러오지 못합니다.
What now? You might be able to find a more up-to-date version using the search function. This series will no longer be checked for updates. If you believe this to be in error, please check if the publisher's feed link below is valid and contact support to request the feed be restored or if you have any other concerns about this.
Manage episode 242584097 series 1065351
Following up last week;s discussion of the trade war and tariff concerns between the United States and China, Joseph Klein, senior investment analyst with HighTower's investment strategy team, and Jake Falcon of Falcon Wealth Advisors, discussed their big concerns for the market, noting that the nation's evolving health-care coverage concerns lead the way. Klein said the downside risk in the biotech, pharmaceutical and managed-care industries has him leaning towards health-care technology and equipment stocks in a situation that could extend through next year's election. Falcon, also concerned with health care, noted that he has concern over technology stocks entangled in privacy issues, but also noted that he's turning a common concern -- reduced income from falling interest rates -- into a positive by diversifying and changing income portfolios now.
99 에피소드
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