Our Chief Investment Officer, Zach Jonson, was interviewed on CNBC early this morning to preview Walmart (WMT) earnings. Zach made the case for why WMT is one of the largest positions in SFM client portfolios and what we are looking for from the company this earnings season.
Zach Jonson, Chief Investment Officer at Stack Financial Management, joined Money Life to give an overview of the technical health of the market. He also discussed equity market valuations and index concentration and how these conditions compare to past times in history.
Jim Stack sits down with Greg Bartalos of Barron's for a feature interview to discuss SFM's history of success as a remote advisor, as well as the greatest systemic risks we see in the market today in terms of valuation, index concentration, and real estate.
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