Manage episode 519451175 series 3645668
“Volatility has been the name of the game all year,” says Ted Thatcher. He looks at the macro picture through the lens of the consumer and what upcoming economic data reports could show about unemployment, holiday shopping, and more. He thinks the Fed is paying attention to the job market and the conditions there will decide if they cut rates or not. Ted sees opportunities in big tech like Alphabet (GOOGL).
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