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Careful What You Wish for with Liz Young, Guy, Danny & Dan

RiskReversal Pod

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I've Been Constructive on Financials, but I'm Not There Yet

The defensive parts of the market remain utilities and probably healthcare. Once things had calmed down, financials did pop quite a bit afterwards. Mid cap stocks actually were the best performer coming out of that because there were a lot of regional banks in mid cap stocks.

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