RiskReversal Pod

Sectors to Watch in 2024 | MRKT Call

Dec 21, 2023
Podcast discusses top market sectors for 2024, small cap performance, 10-year yields and S&P 500, analysis of Micron, stock buybacks, Warren Buffett's energy ownership, financials and banks' performance, margin contraction, and outlook for 2024.
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Episode notes
1
Introduction
00:00 • 2min
2
Sector Performance and Potential Breakouts
01:32 • 14min
3
Analysis of Stock Buybacks, M&A, and Warren Buffett's Ownership in the Energy Sector
15:57 • 2min
4
Analyzing the Performance of Financials and Banks
17:48 • 11min
5
Margin Contraction and Stock Performance
28:59 • 4min
6
Wrapping Up the Year and Looking Forward to 2024
32:52 • 2min