July 17th, 2026 - The Care for My Wealth Show

What this episode covers

OVERDONE - are the high beta names done correcting? GS High Beta Basket hitting levels not seens since 2009. Probably closer to a bottom than a top.ROTATION - positive rotation still happening with cyclicals still leading defensivesMAG7 - not lagging the semis anymore. Are we close to an announcement that the hyperscalers are ready to cut capex?Become a supporter of this podcast: https://www.spreaker.com/podcast/the-care-for-my-wealth-show--2487688/support.

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Frequently Asked Questions

How long is this episode of The Care for My Wealth Show?

This episode is 7 minutes long.

When was this The Care for My Wealth Show episode published?

This episode was published on July 17, 2026.

What is this episode about?

OVERDONE - are the high beta names done correcting? GS High Beta Basket hitting levels not seens since 2009. Probably closer to a bottom than a top.ROTATION - positive rotation still happening with cyclicals still leading defensivesMAG7 - not...

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