# Ep. 362 How To Find Trade Ideas In Value-Oriented And Defensive Sectors

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Podcast: [Investing With IBD](https://stenobird.com/podcast/investing-with-ibd-935515)
Published: 2026-03-04T23:33:00+00:00
Episode link: https://investing-with-ibd.simplecast.com/episodes/ep-362-how-to-find-trade-ideas-in-value-oriented-and-defensive-sectors-QtiQajVF
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Duration seconds: 3458

## Resource

Tracking leadership rotation from growth to value and from value to defensive doesn’t need to be expensive. David Keller, president and chief strategist at Sierra Alpha Research, explains where he sees underappreciated value set to improve over time and trades.

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## Transcript

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