What's the Difference Between Growth Opportunities and Sectors?

Garpy: Is there something to say about some sectors performing in this environment? You now, some lagging well ahead of a interest rate hiking cycle that the fete is anticipated to begin in march. History and the play book would suggest that more cyclically oriented stocks traditionally have done well,. Garpy: If people think there's going to be some type of policy misstep in that as we start lapping some of these inflationary comps, then secular growth should start to trade at a premium.