"Boring is Beautiful:" Finding Investment Opportunities Amid Tariff Volatility

Mike Rode isn't surprised to see market weakness in 2025's first quarter, even without considering the tariff volatility. He points to high valuations and signs of a slowing consumer ending 2024 as harbingers. However, Mike urges investors to stay on their toes and watch for investment opportunities amid continuing volatility. He believes small and mid-cap companies can rally big as volatility cools. Mike also points to high-dividend stocks as defensive plays.

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