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#687 Breaking Down The Macro Economy w/ Darius Dale

The Pomp Podcast

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Equity Market Rally Could Actually Start the Broadand Out?

We made the active choice to start reducing our exposure to very specific sectors and style factors, with the expectation that we might see at broadening up a base on equity participation. So going back ro june to mid september, equities were led to the upside by defensive sectors and stile factors,. Ah, but right now i think we're in the process of investors getting out of that defensive stuff and into the psychical stuff. And olde they're done with that rotational process. Once the cond of the consensus market weight aplocation is appropriate, han, everything can start the recover at the same time. That's kind of what we see as the most likely

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