Market Recovery Insights
The discussion delves into the potential for the broader market to catch up as the economic recovery unfolds. Lori highlights that 2022 felt like a near miss recession, with consumer confidence and earnings reflecting recession-like conditions. Historical patterns suggest that after recessions, certain sectors, like small caps and cyclicals, often lead the recovery, creating opportunities for a catch-up trade.In this clip
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The Compound and Friends
Aggressively Neutral
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