SlateStone Wealth’s Chief Equity Strategist, Erin Gibbs, joined the Buy Hold Sell podcast, hosted by Wall Street trader and CrossCheck Media CEO Todd M. Schoenberger, to discuss how rate cuts are reshaping opportunities for investors.
Her key insight: history shows small- and mid-cap stocks often outperform once the Fed has cut rates by 200 basis points. With rate cuts already in motion, Erin sees this as a timely setup for investors to reconsider positioning. Erin also shared views on gold as an inflation hedge, selective opportunities in consumer discretionary and why Ralph Lauren remains a standout in luxury retail.
Listen to the full episode here.