Does this Weekend's Political News Change Sector Rations and the Trump Trade? Market thoughts with Tony Greer
In this conversation, Trevor and Tony Greer discuss market volatility and its impact on various sectors. They touch on the recent news about President Biden not running for reelection and the potential implications for the market.
They also discuss the concept of the 'Trump trade' and how it may be affected by the changing political landscape. They analyze the performance of different commodities, including gold, silver, and copper, and share their insights on the current trends.
Tony shares his portfolio strategy and his cautious approach to risk in the current market environment. They also briefly discuss the recent cybersecurity issues and its impact on tech stocks.