AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
4min chapter
Belski the Bull
The Compound and Friends
What's the Last Five Year Run for the Russell 1000?
For the first time since March 2022, there was more bulls and bears in the AI AI survey. The consumer discretionary sector did a lot better last year just to strip out Tesla and Amazon. If you look at equal weighted consumer discretionary, I think it outperformed but only by like a thousand basis points. Gold can be a hedge. And we're bullish gold by the way. Not just because they were from Canadian bank.
00:00
Transcript
Episode notes
Get the Snipd
podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any
moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share
& Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode