A Theme-Driven ETF Pivots as Valuations Stretch
from Schwab Network Hosted by Schwab Network
Greg Swenson of Leuthold Select Industries ETF breaks down the Leuthold Select Industries ETF (LST), an actively managed fund that rotates through industry groups and themes. He explains the recent pivot out of extended AI CapEx beneficiaries and into big energy, system software, and human resources, where improved technicals and undervalued conditions offer better upside. ======== Schwab Network ======== Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribe Download the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185 Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7 Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watch Watch on Vizio - https://www.vizio.com/en/watchfreeplus-explore Watch on DistroTV - https://www.distro.tv/live/schwab-network/ Follow us on X – https://twitter.com/schwabnetwork Follow us on Facebook – https://www.facebook.com/schwabnetwork Follow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Embed this episode
No transcript yet.