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Things Are About To Get Wild With Mike Singleton

Lead-Lag Live

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Is There a Difference Between Active and Defensive?

There are pro cyclical sectors and there are defensive ones. If growth is flowing, we're going to go with the defensive ones. And in Vectus, we're much more inclined toward the valuecyclicals if we have to go towards cyclicals. But we'll screen on technicals too, right? Even banks tend to be even more value-oriented within fanials.

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