EPISODE · May 11, 2026 · 4 MIN
May 11, 2026
from Gene Peroni's Daily Podcast · host Gene Peroni
Gene revisits a case he’s made many times before—that last October marked a critical pivot point for the market. Beyond the major indexes bottoming and beginning a longer-term recovery, he highlights the more important shift beneath the surface: renewed strength across areas that had been out of favor for years, including natural resources, infrastructure, transportation, and other cyclical themes. Listen to the rest of the podcast for more insights.
What this episode covers
Gene revisits a case he’s made many times before—that last October marked a critical pivot point for the market. Beyond the major indexes bottoming and beginning a longer-term recovery, he highlights the more important shift beneath the surface: renewed strength across areas that had been out of favor for years, including natural resources, infrastructure, transportation, and other cyclical themes. Listen to the rest of the podcast for more insights.
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May 11, 2026
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