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Cyclical Rotation from High Beta to Quality Stocks
Episode 32
Topics Covered:
- High-beta vs. low-volatility stock performance
- Why narrow market breadth can lead to leadership shifts
- Signs of improving fundamentals after a mild earnings recession
- The impact of new small-business tax cuts on growth and jobs
- The case for quality stocks in a late-cycle environment
- Global opportunities in value and emerging-market equities
Key Takeaway:
Rotation and selectivity — not just momentum — will shape the next leg of this market.
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Published on 5 days, 1 hour ago