Nvidia Soars On A.I. Boom
MRKT Matrix
00:00
The Divergence of Stocks in Cyclic Sectors
The big cap tech stocks that people are calling defensive, they've become the ones that the economy is different. The weight of those two sectors combined, which is 148 stocks total, has fallen below just these top five and the divergence continues to get larger. "My gut would say because of all the other signals that we're getting, the cyclicals have to get better probably after a contraction," he says.
Transcript
Play full episode
