
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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