• Thoughts on the Market

Strategizing for the Late-Cycle Rally

With Mike Wilson

On today’s TOTM, Chief Investment Officer Mike Wilson says late cycle rallies tend to favor secular growth and defensive stocks. But what happens when even they become too expensive?

Each week, Mike Wilson, or a member of his team, offers perspective on the forces shaping the markets and how to separate the signal from the noise. Listen to this week's update.

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