August 21, 2026

Gene Peroni's Daily Podcast · Aug 21, 2026 · 5m

Investors are skittish amid the uncertainties on the geo-political and interest rate fronts, and this accounts largely for the phrenetic rotation we have been seeing in the market for some time. That rotation is not just sector to sector but also intra-sector and we have seen examples of that in technology, and in more traditional areas like metals, and materials.