Episode 155: Wear You Out
- Author
- David Zarling, Ian McMillan
- Published
- Sat 18 Mar 2023
- Episode Link
- None
In this week's episode, Dave discusses the continued troubles for various regional banks and financials as a whole. He also discusses the rotation away from value to more mega cap growth and semiconductors, recent market breadth, and a letter that was distributed to clients earlier this week.
