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SECTOR ETFSCHDVYMMIXEDCore thesis · 5/5

No single ticker was named. Dividend & value ETFs are one way for retail investors to get exposure. Not a recommendation.

Rotation from US tech to foreign and value markets

The guest argued for a major, long-term rotation out of expensive US big-tech growth stocks and into undervalued foreign markets and US value stocks, citing cyclicality and extreme valuation disparities.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Rotation from US tech to foreign and value markets · Zortix