The Compound and Friends cover image

Liberation Day, Goldman Gets Bearish, Falling Knives

The Compound and Friends

CHAPTER

Shifts in Sector Performance: Where is the Money Going?

This chapter discusses the recent changes in sector performances within the S&P 500, focusing on the decline of tech and consumer discretionary sectors while highlighting gains in healthcare. The conversation explores portfolio managers' adjustments and the distribution of capital across various sectors.

00:00
Transcript
Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.
App store bannerPlay store banner