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The Calm Before The Storm With Michael Kramer

Lead-Lag Live

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Is the XLU a Defensive Sector?

Michael Zuckerman: Let's talk about sectors here for a moment. I shared in the nest a tweet that you put out referencing utilities. Utilities are a sector which is something I often focus on, but they've struggled this year. He says people have sort of migrated away from traditional sense of what defensive is. And so to some extent, like Apple, his own Apple, by the way, for full disclosure.

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