Greenwood's Todd Sees 'Attractive Opportunities' in Pullback

The video discusses current investment opportunities, focusing on cyclical sectors like financials, industrials, and energy. It highlights the importance of a diversified portfolio and balanced asset allocation, considering both stocks and bonds. The discussion also touches on the potential for growth versus value investments and the need to avoid knee-jerk reactions in volatile markets.

What does the speaker suggest about having a diversified portfolio?

What concerns does the speaker have regarding asset classes and market movements?