Market Leadership Is Shifting — Are You Positioned for It?
Julius breaks down a major shift in market leadership as stocks lose momentum and strength rotates into bonds, commodities, and defensive sectors. Updating his portfolio structure from the top down, Julius reviews the latest moves across asset classes, sectors, and yield curve maturities to show where improvement is building and where weakness is accelerating. These rotations reveal how leadership is evolving below the surface and what that may mean for positioning going forward from here.
The video was originally published on November 21, 2025. Watch it on our dedicated page for Julius.
Past videos from Julius can be found here.
