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RBC's Lori Calvasina on How to Invest in The Post-Pandemic Era | #537
The Meb Faber Show - Better Investing
Reevaluating Sector Definitions and Valuations
The concept of sector classifications is evolving due to changing dynamics post-COVID, leading to debates on whether traditional sector definitions are still accurate. Industries like industrials might be transitioning from cyclical to growth sectors, necessitating a reevaluation of valuation metrics and comparison methods. The reshoring and deglobalization trends post-COVID are significant themes impacting sector dynamics and valuations, challenging traditional perceptions of expensive and cheap sectors.
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