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17min chapter
PhD Moment (guest: John Davi)
The Market Huddle
Rotation Out of High-Performing Stocks and into Defensive Assets
They discuss the possibility of a sector rotation out of high-performing stocks and into defensive high dividend-paying names. They express their concerns about the lack of logic in the market and the obsession with the high-performing stocks. They also analyze the current state of bonds and whether there will be a major leg down or a turnaround in the near future.
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