Go offline with the Player FM app!
Bakosova on Making the ‘Biggest Bets’ When Market is ‘Most Irrational’
Manage episode 490988566 series 3645668
Petra Bakosova celebrates 10 years of Hull Tactical and gives her perspective on the market. She thinks that there are a lot of conflicting signals in the market, with jobless claims and GDP implying different directions for the economy. “Our core belief is that it’s really important to be invested in the S&P 500,” she says, which then skews heavily towards the Mag 7. She makes the “biggest bets” when the market is “most irrational.” She describes Hull’s other holdings and how they target exposure across assets.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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
5580 episodes
Manage episode 490988566 series 3645668
Petra Bakosova celebrates 10 years of Hull Tactical and gives her perspective on the market. She thinks that there are a lot of conflicting signals in the market, with jobless claims and GDP implying different directions for the economy. “Our core belief is that it’s really important to be invested in the S&P 500,” she says, which then skews heavily towards the Mag 7. She makes the “biggest bets” when the market is “most irrational.” She describes Hull’s other holdings and how they target exposure across assets.
======== Schwab Network ========
Empowering every investor and trader, every market day.
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
5580 episodes
All episodes
×Welcome to Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.