In this week’s episode, David and Ian discuss the potential return to strength for Small Caps, the outperformance in Healthcare, and a debate over what’s next for the Commodities complex. Ian covers REITs and Financials. David gives his thoughts on differences in seasonality for 2021. Also, what could the Equal Weight S&P 500 be telling us about the coming weeks?
In this week’s episode, David and Ian discuss the potential return to strength for Small Caps, the outperformance in Healthcare, and a debate over what’s next for the Commodities complex. Ian covers REITs and Financials. David gives his thoughts on differences in seasonality for 2021. Also, what could the Equal Weight S&P 500 be telling us about the coming weeks?