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SECTOR ETFVWOEEMMIXEDCore thesis · 5/5

No single ticker was named. Emerging markets ETFs are one way for retail investors to get exposure. Not a recommendation.

Rotation from Mag 7 into equal-weight S&P, energy

The guest argued a major rotation is underway out of the concentrated Mag 7/tech/AI trade and into equal-weighted indices, energy, commodities, emerging markets, and small caps.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Rotation from Mag 7 into equal-weight S&P, energy · Zortix