Bloomberg: Sector Rotation & Impending Fed Tapering (Podcast)

 


Walter Todd on Bloomberg’s Drive to the Close


Walter Todd, President and CIO at Greenwood Capital, discusses the markets and investing with Carol Massar and Tim Stenovec. He covers the ongoing expected impact on the market from COVID-19 and what he is seeing in industry sector rotation. He then shares his thoughts on impending Fed tapering. Lastly, he closes with the “mega bright spot” — corporate earnings.

Click here for Bloomberg’s Podcast

 

.

https://vimeo.com/592712186
Subtitles added automatically.

Greenwood Capital is an SEC registered investment advisory firm. This material has been prepared for information purposes only, and is not intended to provide, and should not be relied on solely for tax, legal or accounting advice.

Related Posts

How Long Will the Market Rally? First Week with Walter Todd
How Long Will the Market Rally?
First Week with Walter Todd

How Long Will the Market Rally? June 2, 2025 While the US Debt Ceiling has been on our radar for a while (see Walter's Quarterly letters from last year), it is now starting to take center stage. In June's First Week video, Walter shares the market's reactions to US...

Strong Earnings and Falling Guidance First Week with Walter Todd
Strong Earnings and Falling Guidance
First Week with Walter Todd

Strong Earnings and Falling Guidance April 30, 2025 From the US GDP turning negative to a recovering market after tariff tensions, there is never a shortage of issues to discuss in 2025's economic landscape.  Walter shares his insight in May's First Week video,...

1Q 2025 Letter from the CIO
1Q 2025 Letter from the CIO

January 6, 2025"There is no normal life Wyatt, there’s just life. Now get on with it."I know I started last quarter’s letter with a quote as well, but after hearing of Val Kilmer’s passing this week, this line from one of his great roles as “Doc” Holiday in the movie...