Zortix matched this thesis to Rates & bonds ETFs as one way for retail investors to get exposure. Not a recommendation.
Rotation from growth to value underway
The guest noted significant rotation under the market's surface, with tech and growth selling off and value coming into favor, particularly as interest rates rise.
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The story so far
CONTESTED · 82 MENTIONS · 71 EPISODES · 23 SHOWS
24 JUL 2025 — 13 AUG 2026 · 5D AGO
24 SUPPORT · 9 CHALLENGE · 2 REPEAT · 47 MENTIONED
- THE ACQUIRERS PODCAST
53 EPISODES BETWEEN · 60 MENTIONS · 11 NOT KEPT
- 11 EPISODES NOT SHOWN
- THE MEB FABER SHOW · 2 MENTIONS
- BARRON'S STREETWISE
- FORWARD GUIDANCE
- FORWARD GUIDANCE
- MACROVOICES
- FORWARD GUIDANCE
- MACROVOICES
- FORWARD GUIDANCE
- AFFORD ANYTHING
- THE DERIVATIVE
- FORWARD GUIDANCE
- BARRON'S STREETWISE
- ANIMAL SPIRITS
- ANIMAL SPIRITS
- THE JULIA LA ROCHE SHOW
- THE COMPOUND AND FRIENDS
- THE BUSINESS BREW
- FORWARD GUIDANCE · 2 MENTIONS
- ANIMAL SPIRITS
- GOLDMAN SACHS EXCHANGES: THE MARKETS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS · 2 MENTIONS
- MACROVOICES
- GOLDMAN SACHS EXCHANGES
- ANIMAL SPIRITS
- ANIMAL SPIRITS
- MACROVOICES
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- MONETARY MATTERS WITH JACK FARLEY
- THE COMPOUND AND FRIENDS
- THE MEB FABER SHOW
- MONETARY MATTERS WITH JACK FARLEY
- THE POMP PODCAST · 2 MENTIONS
- THE JULIA LA ROCHE SHOW
- THE COMPOUND AND FRIENDS · 2 MENTIONS
- EXCESS RETURNS
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- THE COMPOUND AND FRIENDS
- THE COMPOUND AND FRIENDS
- THE DIVIDEND CAFE
- THE DIVIDEND CAFE
- THE DIVIDEND CAFE
- MONETARY MATTERS WITH JACK FARLEY · 2 MENTIONS
- THE DIVIDEND CAFE
- BLOOMBERG SURVEILLANCE
- THE COMPOUND AND FRIENDS
- ANIMAL SPIRITS
- THE OPTIONS INSIDER RADIO NETWORK
- THE COMPOUND AND FRIENDS
- CNBC FAST MONEY · 2 MENTIONS
- THOUGHTFUL MONEY
- THOUGHTFUL MONEY · 3 MENTIONS
- BLOOMBERG SURVEILLANCE
- Rotation from growth to value underway · THIS IDEA
- BLOOMBERG SURVEILLANCE
HOW THE SHOWS HAVE DISCUSSED THIS THESIS OVER TIME · NOT A PERFORMANCE RECORD