The Dividend Cafe Wednesday - November 12, 2025
Nov 12, 2025
A daily market recap reveals a shift from tech and AI stocks to value sectors, with the DOW on a rise while the Nasdaq struggles. The equal-weighted S&P outperforms its market cap counterpart. Comparisons between the 20-year Treasury ETF and Bitcoin since last year provide intriguing insights. Speculation about upcoming interest rate cuts by the Federal Reserve adds to the discussion, while the recent government shutdown appears to have minimal effects on market dynamics. Listener questions shed light on sector implications.
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Transcript
Episode notes
Tech To Value Rotation
- The market is rotating from tech/AI growth into more value-oriented sectors right now.
- Brian Szytel warns that index investors may be concentrated in a few names despite seeming diversified.
TLT Outperformed Bitcoin
- The 20-year Treasury ETF (TLT) has outperformed Bitcoin since about a year ago.
- Brian uses this to highlight how volatile 'shiny' assets can underperform safer instruments over multi-month spans.
Check True Portfolio Diversification
- Don’t assume index ownership equals diversification; peel back holdings to see concentration.
- Consider diversifying into defensives, financials, energy, or staples if your portfolio is tech-heavy.