July 17th, 2026

Failed to add items

Sorry, we are unable to add the item because your shopping basket is already at capacity.

Add to cart failed.

Please try again later

Add to wishlist failed.

Please try again later

Remove from wishlist failed.

Please try again later

Follow podcast failed

Unfollow podcast failed

July 17th, 2026

Listen for free

View show details

OVERDONE - are the high beta names done correcting? GS High Beta Basket hitting levels not seens since 2009. Probably closer to a bottom than a top.

ROTATION - positive rotation still happening with cyclicals still leading defensives

MAG7 - not lagging the semis anymore. Are we close to an announcement that the hyperscalers are ready to cut capex?

Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

No reviews yet