
RenMac Off-Script: Market Highs with Fed at Crossroads
RenMac
00:00
Market Rotation Insights: Evaluating Defensive Sectors
This chapter examines potential investment rotations within defensive sectors, particularly healthcare and utilities, while assessing current market conditions. It highlights the oversold nature of healthcare and the performance of utilities, urging listeners to remain attentive to market signals and participate in the discussion.
Transcript
Play full episode