
Tech's New Normal: Big Rotation into Financials, Industrials, and Energy
Schwab Network · Schwab Network
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Show Notes
A resilient jobs report has sparked a relief rally, but Blake Millard warns that the era of easy gains in big tech is likely over as the labor market normalizes. Millard suggests that market leadership is shifting toward undervalued sectors like financials, industrials, and energy while the Trump administration reshapes global trade. He emphasizes that investors must diversify or risk being left behind by the evolving market rotation.
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