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9min chapter
China Trade Curbs, Trump Interview
Bloomberg Intelligence
Market Dynamics and Potential Rotation
The chapter delves into the changing market dynamics, focusing on the recent swift rotation with small caps outperforming larger tech companies like the NASDAQ. It discusses concerns about market narrowness, the importance of aligning various factors for a healthy market rotation, and expectations for earnings growth in different sectors. The conversation also touches upon predictions for a Fed rate cut, interest rate declines, and the strategic investment potential of small caps.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode