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The Next Big Trade With Justin Smyth

Lead-Lag Live

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Emerging Markets, Healthcare, and Precious Metals - Is This a Good Sign?

Last year you had so much outperformant in utilities, staples, healthcare. Now they're fundamentally overvalued on a relative basis. What other sectors are maybe starting to show some interesting movement? You mentioned home builders, consumer discretionary stocks that had a nice run relative stack to start the year. Do you think this stuff continues? Yeah, I don't see anything.

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