of the year. For investors who may want to sell, they may want to reconsider. Tim Urbanowicz, Head of Research & Investment Strategy at Innovator Capital Management, says he is telling his team that"the all-time high is not a catalyst for a sell-off. Never has been, never will be. In fact, quite the opposite. It tends to be a very good time to be invested in the equity market."
We'll get to that in a second, I think right now, the next 3 to 4 months, it's all gonna be about this immaculate disinflation narrative.Once you start to see some relief, once it looks like the fed is gonna get to that cut, it tends to be very profitable. When it's all said and done right now is very important because all investors are always focused on that disinflation narrative.Le let me ask you, Tim, um, if you want to see over eight equities, is your advice, then just stick with what has been working.So, so it's large cap, it's tech A II I think have to at, at this point in the, in the game for, for a couple of different reasons.
Now that narrative is starting to shift and you're gonna have to look for other ways to protect margins, protect revenues, right?Yeah, they look cheap. Typically when you look at, you know, 2016, 2020 the volatility spikes happens a little later in the year. And the one thing that is consistent, like we saw over the last two, terms of these presidents is that they like to spend money, right?
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