Ep. 362 How To Find Trade Ideas In Value-Oriented And Defensive Sectors

Ep. 362 How To Find Trade Ideas In Value-Oriented And Defensive Sectors

From Investing With IBD by Investor's Business Daily

March 4, 2026 · 59 min · Episode 362

About this episode

David Keller discusses finding trade ideas in value-oriented and defensive sectors amidst leadership rotation in the market.

Tracking leadership rotation from growth to value and from value to defensive doesn’t need to be expensive. David Keller, president and chief strategist at Sierra Alpha Research, explains where he sees underappreciated value set to improve over time and trades. Learn more about your ad choices. Visit megaphone.fm/adchoices

People in this episode

Host: Investor's Business Daily

Guest: David Keller

Topics covered

  • trade ideas
  • value investing
  • defensive sectors
  • leadership rotation
  • market analysis

Keywords

  • trade ideas
  • value investing
  • defensive sectors
  • leadership rotation
  • market trends

Mentioned in this episode

Organizations: Sierra Alpha Research

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