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Don’t Look Back in Anger

RiskReversal Pod

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Potential Shifts in Sectors and Weak Global Demand for Energy

They discuss the performance of the stock market over the past year and the potential shifts in sectors during the first quarter of the year. They mention the weak global demand for energy and its potential negative impact on the economy. They also touch on the performance of defensive areas in the stock market and the current rotation in the market.

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