Joule Financial's CIO Likes Financials and Industrials

The video discusses a shift in cash position from 30% to 25% and investments in financial and industrial sectors due to positive trade news with Mexico. It highlights the market's need for trade confirmation and the potential impact of prolonged trade negotiations. The speaker maintains a defensive cash position amid bullish markets, expressing concern over a lack of trade clarity potentially leading to market decline and better buying opportunities.

What sectors did the speaker invest in after receiving positive news regarding a trade deal with Mexico?

What is the speaker's current cash position and how does it relate to their investment strategy?

What concerns does the speaker have about the current market conditions?

How does the speaker view the potential for a market decline if trade deal clarity is not achieved?

What does the speaker believe would be a better buying opportunity in the market?