
Morning Call 4/6/26
Morning Call
00:00
Defensive Positioning: Treasuries and Value Stocks
Mike O'Rourke recommends 10-year Treasuries and value, citing tech froth and AI-driven multiple risk.
Play episode from 16:15
Transcript

Mike O'Rourke recommends 10-year Treasuries and value, citing tech froth and AI-driven multiple risk.