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The End of an Eras and a Conversation with Edward Talmor-Gera of NewVest

RiskReversal Pod

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The Rise of Consumer Disdiscretionary Names in the US

Kirk Horn: What's wrong with these kind of... Let's call them high end consumer discretionary names. Why are they not participating in a market that seems it's like we've just gone through this? He says consumers have successfully shifted into the experiences category and kind of stayed, spending their money in experiences and services. And if you look at just what's driven the market up, it's been some of that growthy stuff,. But that growthy driver is now over and we rotated into cyclicals.

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