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13min chapter
Market Highs, Political Dynamics, and EU vs. Big Tech | Barry Ritholtz & Michael Parekh
Trends with Friends
Navigating All-Time Highs in Bear Markets and Sector Rotation
The chapter explores the rarity of hitting all-time highs in bear markets, referencing historical market trends like the dot-com bubble burst. It delves into the breakout of financial firms like Jeffries and Berkshire Hathaway, suggesting a potential trend shift within the financial sector. Discussions on sector rotation, market breadth, and the market's reaction to political dynamics and the upcoming election are also covered, along with insights on why the market uptrend is believed to be intact despite certain sectors showing stagnation.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode