Name: 'You Need to Find Visibility' in Sea of Tech Uncertainty
Uploaded: 2025-03-11T14:55:40.075-05:00
Duration: 9 min 32 s
Description: George Cipolloni says the market we're seeing today "feels like a completely different universe" from the one we saw a month ago. He points to tech as the main culprit as its valuation gap tightens compared to defensive sectors. George notes investors moving from consumer discretionary to consumer staples names as another sign people are tightening their portfolios amid tariff uncertainty.

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George Cipolloni says the market we're seeing today "feels like a completely different universe" from the one we saw a month ago. He points to tech as the main culprit as its valuation gap tightens compared to defensive sectors. George notes investors moving from consumer discretionary to consumer staples names as another sign people are tightening their portfolios amid tariff uncertainty.

'You Need to Find Visibility' in Sea of Tech Uncertainty

Expert commentary about top moving stocks, sectors, and commodities, along with CEO and analyst interviews.