Todd Sohn: Rethinking Defensive Investing, ETF Flows & Tactical Market Strategies скачать в хорошем качестве

Todd Sohn: Rethinking Defensive Investing, ETF Flows & Tactical Market Strategies

In this episode, Todd Sohn, ETF Strategist and Technical Strategist at Strategas, breaks down ETFs as a market barometer. He explains why traditional defensive sectors like staples, healthcare, and utilities are losing their effectiveness and shares how investors should adapt their strategies in the current environment. Key highlights include: • Why ETF flows matter and what they signal post-April market lows • The fading role of traditional defensive sectors in the S&P 500 • Why long-duration bonds may not offer protection anymore • Tactical approaches to navigating rate volatility and tariff uncertainty • What to watch for in Fed policy and equity market momentum Whether you're a seasoned investor or just trying to make sense of today's shifting markets, Todd offers actionable insights. Subscribe for more interviews and expert analysis. Follow me on my socials as well: IG: @remy.blaire X: @RemyBlaireNews #ToddSohn #InvestingStrategy #ETFFlows #MarketAnalysis #DefensiveInvesting #FinanceInsights