Jim Tassoni, CEO of Armor Wealth Strategies, joins me to explain his current investment strategies amid shifting market conditions. 

Jim shares his recent bond market strategy, including a large short position on the TLT as a play on the yield curve normalization. 

We delve into the prospects of tech stocks, focusing on the advantages of large-cap stocks over small-caps. Jim also outlines a contrarian strategy in the real estate sector, with a long position in Simon Property Group and hedged shorts in Ventas and Welltower. 

We then shift to commodities, focused on gold miners, considering historical price resistance levels and potential profit margins. We discuss Jim’s expectations for the UUP Dollar Index Fund amid potential market volatility and geopolitical uncertainty.

Click here to visit the Armor Wealth Strategies website to keep up to date with Jim and what he’s trading.