PREMIUM: TRAHAN

MARKET CHANGE

In an exclusive interview, top-ranked portfolio strategist François Trahan explains the changing market leadership and why it’s predictable.

WEALTHTRACK Episode #1452; Originally Broadcast on June 15, 2018

Explore This Episode

We have compiled additional information and content related to this episode.

FRANÇOIS TRAHAN

• Co-Founder, Co-Head Portfolio Strategy,
• Cornerstone Macro

Newsletter available soon.

PREPARE YOURSELF PSYCHOLOGICALLY FOR CHANGE IN MARKET BEHAVIOR AND LEADERSHIP

The stock market is a leading indicator
• Has led economy
• The economy now seems to be leading the markets

SANE AND SAFE STRATEGY

• Broad diversification
• Regular rebalancing
• Trimming biggest outperformers
• Adding to the laggards

No Bookshelf titles this week.

TRAHAN: FOCUS ON GROWTH

• Growth is outperforming value
• Growth is scarce

No stock mentions in this episode.

This transcript will be available soon. More information regarding WEALTHTRACK transcripts can be found here

Archive episodes available soon.

If the archive episodes do not appear here, please turn off, or whitelist this site, in your ad blocker extension.

OPEN-MINDED STRATEGY

Francois Trahan has been voted the number one portfolio strategist on Wall Street for 8 of the last 10 years and inducted into the Institutional Investor All-America Research Team Hall of Fame for portfolio strategy,  but he freely admits to making frequent mistakes along the way.  His antidote? Keeping an open mind.