2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal

2021 First Quarter Recap, Growth vs. Value, and the Biden Infrastructure Proposal

In this week’s episode, the Money Wise guys recap market performance for the first quarter of 2021, including the biggest out-performance of the Dow over the NASDAQ since 2002. They also discuss growth versus value, and whether it is a short-term trade or a trend with a more prolonged rotation toward value stocks. With April being consistent as one of the best months for stock investing over the past one hundred years, the guys will also take a look at whether there is potential for higher PE stocks to gain momentum in the second quarter.

Jeff, Joe, and Kyle also review what Snowmaggedon taught us about supply chain management and the dangers of a just-in-time inventory system, as well as what parts of the Biden infrastructure plan may be investable. They round out the episode by examining what all these factors could mean for how you should position your portfolio through the rest of 2021. Tune in for all the details!

Don’t forget to subscribe to our podcast wherever you listen to your podcasts and visit our website for updates and resources on investment management and the markets.