portfolio
VIDEO: Breaking Down July Retail Sales and Prepping for Jackson Hole
We continue to follow where spending is happening, keeping us bullish on these holdings.
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Today, the Pro Portfolio’s Chris Versace joined "Yahoo! Finance Morning Brief" host Julie Hyman to discuss next week’s Jackson Hole Economic Symposium and what Fed Chair Jerome Powell may or may not say.
He also shares his take on the July Retail Sales report, how the Portfolio is positioned for bifurcated consumer spending and why we remain bullish on AI and digital infrastructure.
(Note: To skip straight to Chris' conversation with Julie, cue the video to the 14:10 minute mark, then sit back and enjoy.)
