Chelsey Dulaney
speaker
113 appearances
3 recordings
1 series
first heard Aug 2017
last heard Apr 2018
Chelsey Dulaney’s voice in public audio — every appearance, attributed to the second.
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Appearances
And I think, you know, people had been gotten really optimistic on on stock picking again.
You know, they were like stock picking is back that it sort of started to change the narrative.
But, you know, the two things that they had really been benefiting from was stock was tech exposure and market correlations had been pretty low.
For stock pickers, it's a lot easier to make money when stocks aren't all moving together.
It's easier to pick a stock and be able to ride that, whereas if you're competing with an index fund and all stocks are moving together, you're at a disadvantage.
When markets were really calm and upbeat, stock correlations were pretty low.
That had also been good for active managers, but
When things get really volatile, stocks tend to move together.
They start to sort of snap back into these tight relationships.
So the volatility has also made stock movements a lot more correlated.
So that's also not great for active managers.
Yeah.
So there's been a lot of research on this.
And some of the ETFs, some of the exchange traded funds that have gotten really popular are things that track the S&P, the Dow, these other funds.
And
Thank you.
There was a report from Bank of America this week that showed holdings of tech stocks have fallen to a 15-month low, which is kind of surprising because tech stocks have been a very popular trade in the past couple of years, and they've just been on a tear.
I think the S&P's tech sector was up almost 40% last year.
So they've been doing really, really well.
But, yeah, some of these fund managers and hedge funds as well have been pulling back.
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