Market Misbehavior Podcast
On the Market Misbehavior Podcast, host Dave Keller, CMT, keeps things real as he breaks down what’s moving the markets and why it matters to investors. With a genuine, down-to-earth approach, Dave chats with top investment experts about what they’re seeing in the markets and digs into the psychology that shapes our investing choices. It’s not just market talk—it’s about helping you understand the bigger picture and avoid common pitfalls. Whether you’re a seasoned investor or just market-curious, tune in for straightforward talks and friendly advice you can count on.
Market Misbehavior Podcast
Julius de Kempenaer on Market Visualizations and Sector Rotation
For the 26th episode of the Market Misbehavior podcast, I caught up with Julius de Kempenaer, the creator of Relative Rotation Graphs (RRG). Julius walked me through the origin story of RRG, shared why the recent pullback in growth stocks could actually be a compelling opportunity in 2025, and offered some great tips for using RRGs to spot potential investment ideas. We also talked about his latest project—identifying the Best Five Sectors for investors by applying multiple time frame analysis. Recorded on February 11, 2025
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Here's the article Julius mentioned about position sizing: https://stockcharts.com/articles/rrg/...
Here's the most recent article on the Best Five Sectors: https://stockcharts.com/articles/rrg/...
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The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.