What an episode! In this LEO Roundtable podcast, we covered just about every tradable asset and sector under the sun. @rollandthomas led the show and took us through detailed analyses of the largest global sectors.
We started the show talking about the U.S. dollar. The dollar has been getting weaker and weaker thanks to Fed policies and the coronavirus. There is a lot of uncertainty out there and plenty of volatility, but the markets seem to be getting led higher by big tech.
The big picture question that I think we continued to touch upon throughout every single analysis is about sector rotations. Will the current trends related to big tech leading the market, the dollar getting weaker, commodities rallying, etc. continue or will we s ee a major sector rotation on all fronts?
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