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SECTOR ETFSCHDVYMMIXEDSubstantive discussion · 3/5

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

Rotation expected from tech to value stocks

The discussion posited that stretched valuations in US big tech will trigger a capital rotation into lagging value and small-cap sectors.

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NOT INVESTMENT ADVICE · A SUMMARY OF WHAT WAS SAID ON THE PODCAST · VERIFY AGAINST THE SOURCE
Rotation expected from tech to value stocks · Zortix