Crossmark Trimming Tech Stocks, Buying JPM: Strategist Fernandez

The video discusses changes in equity allocation, focusing on market trends like the Dow, NASDAQ, and S&P. It highlights strategies such as trimming tech stocks due to interest rate expectations and emphasizes quality investments with strong balance sheets. The discussion includes planning for a recession, identifying lower quality names, and compliance issues. It concludes with investment adjustments, focusing on cyclical growth and stable names like JPMorgan and healthcare stocks.

What is the teacher's perspective on lower quality names during a recovery?

Which specific stock does the teacher mention adding to their portfolio?