Julius de Kempenaer on Market Visualizations and Sector Rotation

For the 26th episode of the Market Misbehavior podcast, I caught up with Julius de Kempenaer, the creator of Relative Rotation Graphs (RRG). Julius walked me through the origin story of RRG, shared why the recent pullback in growth stocks could actually be a compelling opportunity in 2025, and offered some great tips for using RRGs to spot potential investment ideas. We also talked about his latest project—identifying the Best Five Sectors for investors by applying multiple time frame analysis. Recorded on February 11, 2025🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/fre...Here's the article Julius mentioned about position sizing: https://stockcharts.com/articles/rrg/...Here's the most recent article on the Best Five Sectors: https://stockcharts.com/articles/rrg/...👉  Follow Dave on X: https://x.com/DKellerCMT👉  Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.b...The content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice. 🎓 Take Dave’s FREE course on behavioral investing: https://www.marketmisbehavior.com/freecourse📘 Check out Dave’s recommended reading list: https://www.marketmisbehavior.com/readinglist👉  Follow Dave on X: https://x.com/DKellerCMT👉  Follow Dave on Bluesky: https://bsky.app/profile/dkellercmt.bsky.social👉  Follow Dave on Facebook: https://www.facebook.com/marketmisbehavior👉  Follow Dave on Instagram: https://www.instagram.com/marketmisbehaviorThe content in this presentation should not be considered as a recommendation to buy or sell any security. All information is intended for educational purposes only and in no way should be considered as investment advice.