Portfolio positioning for an uncertain market with next gen investors

Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian , Jack Bowman , and Kenio Fontes (1:00). Buying the dips, market positioning (9:25). Treasury rates and watching institutional investors' allocations (11:30). Looking differently at Microsoft and Amazon, preparing for a bear market (17:50). Software, hardware, and AI stock selection (22:10). Yield curve steepening (28:00). Show Notes: High Conviction Ideas With Next Gen Investors Episode transcripts For full access to analyst ratings, stock quant scores and dividend grades, subscribe to Seeking Alpha Premium at seekingalpha.com/subscriptions