Transcript
0:00 If the market view is 7,300, followed by a 20% drop, and then a rise into year-end, how should we position our portfolio now? I'll answer first. you know, you should focus on sector positioning, because as you know, that's what we emphasized, even earlier this year. That, you know, energy did fine in the first part of the year. That was our top idea.
0:31 But as the mag seven and software and crypto got massacred, you know, we flipped it to our best idea. If, if if we still see a drawdown into the end of the year, or before the end of the year, I think the groups that have already experienced a bear market would have already bottomed.