In this week’s episode, Ian discusses the continued lagging performance from Value stocks, the strength from Semiconductors, a potential resurgence in Cryptocurrencies, and where we can look within the Industrials sector for relative strength. Ian also explains what some of the equal-weighted indices might be telling us, along with what areas outside of the US look good. Are credit spreads and the lack of strength from High Yield bonds sending a warning? Also, what can we learn from the sentiment around the short ARKK ETF and the HOOD IPO?

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