GOOGL and Double Benchmark RRGs | Julius de Kempenaer (05.15)
Sector Spotlight with Julius de Kempenaer • 27m
In this 175th episode of Sector Spotlight, Julius takes a look at developments on asset class level and more specifically, the USD and BTC. He then moves on to compare current cap-weighted sector rotation with its equal-weight equivalent to find some interesting differences.
Finally, Julius re-introduces the concept of a double benchmark RRG and applies it to the RRG that shows the members of the Communication Services sector.
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