Ryan Detrick

speaker

751 appearances 2 recordings 2 series first heard Feb 2026 last heard 26 Jun

Ryan Detrick’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 2 in all, peaking in Jun 2026 with 1.

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Creative, I know.

But when we look at it, we still think it makes sense to have exposure.

We're slightly overweight technology here.

You know, to just say it's a bubble, maybe.

But is that bad?

I mean, I think, you know, I love looking at sentiment, right?

If everybody's thinking alike, somebody isn't thinking general patent.

So there is something there, but I do want to rewind for a second.

You're talking about rotation.

On Tuesday, the S&P was down 1.4%.

You had 285 stocks in the S&P 500 were higher on Tuesday.

Only five times going back over 20 years have we seen a day where the S&P was down more than 1%, but more stocks were up than down.

So we all understand why.

That was a day tech was imploded, but other stuff did well.

Just yesterday, we're recording this Thursday, so just yesterday, Wednesday, market was flat-ish, down a tad.

315 stocks at ESP500 or higher, right?

And today, and we're not done doing this, market's down a tad, at least S&P is, but there's still more stocks up.

So I think it's encouraging, this rotation we're seeing.

And I know everyone on TV says it, and it's kind of boring, but for listeners, I think it's really a good thing because...

Yes, you get excited about the gains we've seen, the big IPOs, tech's doing amazing, momentum's 99th percentile, this and that.

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