Behind The Markets Podcast: John Davi
Behind the Markets Podcast
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Energy Is the New Growth, According to S&P
I think there is going to be this rotation into these four sectors because of this new steady state and Fed funds. These stocks are so cheap, they've been under-owned for the last 10 years. The pure growth index from S&P went from over a third in tech to less than 15% in tech,. And it went to over aThird in energy. That APE theme is something that definitely attracts me.
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