Wall Street's had to go through big changes over the years.

Before to play with data, you had to go to someone else, manipulate it, asking for more data.

The speed of Ridgeline helps me do that in one place, at one time, in one moment.

Ridgeline is a cumulative advantage.

We talked about sort of where could things go wrong, headwinds, tailwinds, risks, wild cards, you know,

those sorts of issues. And one of them was the Sell America Trade.

Hello and welcome to the Barron Streetwise podcast. I'm Jack Howe and the voice you just heard

is Lori Calvesina. She's the head of U.S. Equity Strategy at the Royal Bank of Canada.

And she's talking with us about, well, investy stuff, as you might imagine, what to make of the stock market going forward in 2006.

But also this phrase I keep hearing, the sell America trade.

What's that all about?

That's coming up.

Listening in is our audio producer, Alexis Moore. Hi, Lexus.

Hey, Jack.

This is, of course, Davos Week. It's the World Economic Forum in Davos, Switzerland.

And, no, I'm just kidding, folks. That's total rage bait. That's the World Economic Forum in Davos, Switzerland. And, no, I'm just kidding, folks. That's total rage bait. That's meant to just get everyone on the edge of their seats with veins bulging from their neck saying, you idiot, it's Davos. Yes, I know, it's Davos. Be careful. The listeners already took issue with you saying Mario Kart. What? That's barrio card are you supposed to say it i say mario card oh mario that's that's the bigger offense

so this is a short week for me because we had the holiday and i've got to hit the road and do

some reporting this week i know what you're thinking jack you write the streetwise column. It's two facts, four jokes, and you're out the door. No, it's more to it than that. Sometimes I do actual reporting. So I'll be on the go this week. And so we're recording this before President Trump is scheduled to speak at Davos. And I wanted to touch on this phrase I keep hearing. And it's the sell America trade.

It sounds like a horrible idea for someone who's been watching their S&P 500 returns over the years.

U.S. stock returns have been great. The economy looks pretty good. Earnings growth is excellent.

Some people, when they say sell America, they mean maybe take some

profits and shift some money somewhere else where you don't have enough exposure. That's the

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