This podcast episode from “Yahoo Finance” offers an in-depth discussion on current market conditions, focusing on market rotation where investments shift between sectors, often from high-flying tech stocks to other areas. The hosts and guest also explore the Federal Reserve’s policies, particularly the likelihood of rate cuts and the implications of inflation—specifically the rise in services inflation—on the economy.
Furthermore, the conversation touches upon market volatility, distinguishing between the 30-day VIX (reflecting institutional activity) and the one-day VIX (reflecting retail trading), asserting that the VIX is primarily a measure of demand for volatility protection, not simply “fear.”
Category: Yahoo Finance
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Yahoo Finance: Market Rotation and the Fed’s Next Move (Video)