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Nolan recommends VTV, a value ETF, expecting it to benefit from anticipated Fed rate cuts. He believes that as high-yield savings rates decline, wealthy individuals will shift capital to recession-proof value ETFs offering stable dividends, signaling a potential market cycle shift towards value.
“Instead of you getting a 3.5% in a high yield savings account, you're now going to get like a 1.5%. And if that's the case, a lot of very wealthy individuals who have a lot of money sitting there are going to move their money to the next safest asset where they're getting a 3 or 4% dividend. that's going to be a recessionproof style ETF, which is a value ETF, which would be something like SCHD or VTV.” — ▶ 32:40