skinny.

Latest / Gene Peroni's Daily Podcast

September 23, 2026

In today's episode, Gene examines a number of long-term market-leading sectors that have been impacted by recent market rotation. He explores the outlook for aerospace and defense, industrials, metals, and materials, while discussing the opportunities that may emerge as investors reposition portfolios. Tune in for the full analysis and market perspective.

The skinny

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