Today’s Animal Spirits is brought to you by State Street
On today’s show we discuss:
How sectors perform in different business cycles
The wide dispersion of returns in sectors
Thematic opportunities
Sectors in a changing world
How many stocks underperform their sectors
Listen here:
Charts
Contact us at animalspiritspod@gmail.com with any feedback, recommendations, or questions.
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The post Animal Spirits: Sectors & The Business Cycle appeared first on The Irrelevant Investor.