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Ep. 117: Larry Cordisco: What Growth Investors Should Focus On As Tech Stocks Pick Up

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Konten disediakan oleh Investor's Business Daily. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Investor's Business Daily atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Larry Cordisco, co-CIO of Core Equity at Osterweis Capital Management, joins the podcast this week to provide analysis of past periods of divergence in market history to put the trading action of 2021 into perspective. We also discuss a key macroeconomic factor that could lead to growth stocks getting their time in the sun once again. Plus, Cordisco analyzes the long-term fundamental stories for Amazon (AMZN), AMD (AMD) and Aptiv (APTV). For the video version, show notes and charts, visit investors.com/podcast.

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270 episode

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iconBagikan
 
Manage episode 295228089 series 2490759
Konten disediakan oleh Investor's Business Daily. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Investor's Business Daily atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang dijelaskan di sini https://id.player.fm/legal.

Larry Cordisco, co-CIO of Core Equity at Osterweis Capital Management, joins the podcast this week to provide analysis of past periods of divergence in market history to put the trading action of 2021 into perspective. We also discuss a key macroeconomic factor that could lead to growth stocks getting their time in the sun once again. Plus, Cordisco analyzes the long-term fundamental stories for Amazon (AMZN), AMD (AMD) and Aptiv (APTV). For the video version, show notes and charts, visit investors.com/podcast.

Learn more about your ad choices. Visit megaphone.fm/adchoices

  continue reading

270 episode

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