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

Red, White, and a Booming Market First Week with Walter Todd
Red, White, and a Booming Market
First Week with Walter Todd

Red, White, and a Booming Market July 1, 2026Markets just posted their best quarter in 20+ years, so what’s next? In this month’s First Week video, Walter outlines the strong rebound and unpacks the cracks that may be starting to show beneath the surface. From Fed...

Red, White, and a Booming Market First Week with Walter Todd
Will AI Burst?
First Week with Walter Todd

Will AI Burst? June 2, 2026"You’re looking at roughly 50% of the S&P being concentrated in technology and technology-related stocks. It’s actually a little higher if you include names from other sectors. We haven’t seen that level of concentration since 2000."It...

The Difference a Month Makes First Week with Walter Todd
The Difference a Month Makes
First Week with Walter Todd

The Difference a Month Makes May 1, 2026“The market’s reaction over the past 30 days has been dramatically different than what we saw earlier in the year, and a lot of that comes down to fundamentals reasserting themselves.”The US Economy seems to be as variable as...