On this episode of Sector Spotlight, after a quick overview of Asset Class and Sector rotation, I go over and update my longer-term views using the investment pyramid. In the second half of the show, I give a thorough update of the Long/Short baskets while putting these picks in a shorter-term rotational perspective.
This video was originally broadcast on July 21st, 2020. Click anywhere on the Sector Spotlight logo above to view on our dedicated Sector Spotlight page, or click this link to watch on YouTube.
Sector Spotlight airs weekly on Tuesdays at 10:30-11:00am ET. Past episodes can be found here.
#StaySafe, -Julius