Lead-Lag Live cover image

Ed Clissold's Exclusive Interview: Unveiling the Future of Investing & Key Sectors to Watch

Lead-Lag Live

00:00

The Role of Sector Dynamics in Large Cap Stocks

When we think about large caps dominating the field, we're largely talking about tech as the driver of that against a lot of other sectors. Small caps are not as tech oriented, you know, sector wise are more value in terms of their makeup. With a reshwinder manufacturing, I think the US economy still be largely your consumer based don't get me wrong. And that would tend to favor maybe cyclical value sectors like energy industrial materials.

Play episode from 05:25
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app