Portfolio offense and defense; trade based on what you see with Rob Isbitts and Matthew Tuttle

Investing Experts Podcast

Rob Isbitts (https://seekingalpha.com/author/moder...) and Matthew Tuttle (https://seekingalpha.com/author/tuttl...) return to discuss letting go of the reopening trade (3:00), whether Elon Musk is worthy of our attention (5:30) SPY, QQQ and DIA - trade based on what you see, not on what you think (11:00) tech earnings, ETFs and treasury yields - portfolio offense and defense (27:00) and what they're buying and why (32:30).