About this episode
The Investment Committee discusses the factors driving the semiconductor market and strategies for trading, along with international equity opportunities.
Frank Holland and the Investment Committee debate what's powering the run in semis and how you should trade it. Plus, we hit the latest Calls of the Day. And later, the deck debates whether there's more equity upside abroad and how you should position your portfolio. Investment Committee Disclosures
Topics covered
- semiconductors
- equity markets
- portfolio positioning
Keywords
- growth
- value
- trading strategies
- Calls of the Day
Mentioned in this episode
Products: semiconductors
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