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4min chapter
What Is It About August? (Ep. 97)
Facts vs Feelings with Ryan Detrick & Sonu Varghese
Market Rotations and Economic Insights amidst Volatility
This chapter explores the shift in investment focus towards industrials and financials against a backdrop of economic data, including GDP growth. It highlights the resilience of specific sectors like railroads and regional banks amid evolving market sentiment and volatility, revealing contrasting views on consumer strength and market performance.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode