New Guest - Ted Thatcher - Using A 3 Pronged Approach To Build A Solid Portfolio In A Higher For Longer Environment

July 02, 2024

I am happy to introduce Ted Thatcher, President of Bright Lake Wealth Management.

Since this is the first time featuring Ted on the show I have him outline his portfolio strategy. Ted is using a three-pronged approach to the markets, focusing on patience, big tech investments, and small to mid-cap growth opportunities amid fluctuating interest rates.

It seems like many investors are waiting for the Fed to start cutting rates but until that happens there is a good argument to take a certain degree of safety in portfolios.

Click here to visit the Bright Lake Wealth Management website.

KEReport

The KE Report provides exclusive interviews with private money managers and sub $10 billion market cap companies. Interviews are published daily to help investors navigate the markets.

View all podcast by KEReport

Subscribe for Clear Insights

More Clear Commentary:

Dana Lyons - Market Models Turn Negative! This Is Important

Weekend Show - Jordan Roy-Byrne & Dana Lyons - Stock Picking Over “Doom Macro” + What the Charts Say: PMs, Markets & Bitcoin

Cover for Chris Temple – Parsing Out The Signal Vs Noise With US Policy Around Critical Minerals – Copper, Uranium, Rare Earths, Antimony, Tungsten, Lithium, and Oil

Chris Temple – Parsing Out The Signal Vs Noise With US Policy Around Critical Minerals – Copper, Uranium, Rare Earths, Antimony, Tungsten, Lithium, and Oil

Cover for TG Watkins - Market Momentum Returns: Post-Shutdown Rally and What’s Next For Metals And Markets

New Guest - Ted Thatcher - Using A 3 Pronged Approach To Build A Solid Portfolio In A Higher For Longer Environment

Subscribe for Clear Insights

More Clear Commentary:

Dana Lyons - Market Models Turn Negative! This Is Important

Weekend Show - Jordan Roy-Byrne & Dana Lyons - Stock Picking Over “Doom Macro” + What the Charts Say: PMs, Markets & Bitcoin

Chris Temple – Parsing Out The Signal Vs Noise With US Policy Around Critical Minerals – Copper, Uranium, Rare Earths, Antimony, Tungsten, Lithium, and Oil

TG Watkins - Market Momentum Returns: Post-Shutdown Rally and What’s Next For Metals And Markets

Jim Tassoni - Momentum Trading Strategies: Resources and Markets

Marc Chandler - What Mattered This Week: Central Bank Expectation Changes, Currencies, and the AI Market Hype