The purpose of this session is to answer questions from students regarding topics taught in Brandon Van Zee's weekly classes. The goal is to help you apply the learning you receive to your own portfolio as you watch Brandon apply the same concepts in his class portfolios. Stocks discussed: DTE, CME, SHY, MKC, JPM, PM, RCL, EXPD, and WBA.
In today's class, we discussed stocks' moves heading into important basket of data and earnings reports due in next 10 days. We looked at the bull case from a macro perspective and talked about the impact of a new bull market in risk appetite and how it would impact different asset classes and our portfolio allocations.
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