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Lead-Lag Live

Katie Stockton on Technical Analysis Mastery, Sector Rotation Strategies, and Navigating Market Shifts

Nov 10, 2024
Katie Stockton, founder of Fairlead Strategies and a CMT charterholder, shares her expertise in technical analysis and sector rotation strategies. She discusses the big shift from tech to utilities, highlighting its momentum amid changing market conditions. Stockton emphasizes the importance of diversified exposures, particularly risk-off assets like treasuries and gold. She also explores global markets and their technical trends, offering invaluable insights into effective risk management and the role of emotional biases in investing decisions.
29:17

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Quick takeaways

  • Diversifying investment portfolios by including assets like gold and treasuries mitigates risk during economic fluctuations and adds stability.
  • The significant sector rotation from technology to utilities highlights the importance of understanding trends in relative strength for informed investment decisions.

Deep dives

Diversified Investment Strategies

Having a diversified investment approach is essential for managing risk effectively. This entails not only holding equities but also incorporating various fixed income options like short-term and long-term treasuries, as well as gold, which has shown strong performance. Such diversification helps in mitigating potential drawdowns during economic fluctuations and provides stability. The emphasis on diversification ensures that investors are better prepared to navigate different market conditions, reducing overall portfolio risk.

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