Lead-Lag Live

Morning Few: Michael Gayed on Unmasking Semiconductor Market Myths

Jun 11, 2024
Michael Gayed, Founder of The Lead-Lag Report, discusses the misconception of semiconductor market health due to ETFs weighted by specific giants. He emphasizes the importance of analyzing all stocks within a sector for a true picture. The conversation delves into the significance of industry selection over individual stock picking in today's market cycles and touches on market movements driven by for-profit entities.
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