J.D. Durkin sits down with Chris Versace, Chief Investment Officer at Tematica Research. This interview was recorded at the New York Stock Exchange on Wednesday, June 26, 2024.
Topics include:
- Are the markets still in good shape if the Fed doesn’t cut rates this year?
- How can we expect the market to react to the Presidential election?
- How should you position EVs in your portfolio given Trump’s history of criticism?
- What company would you add to the Mag 7 to make it the Elite 8?
- Chris' trip to Aruba, because why not
Related: Fed Watch: At the Midway Point