The rotation toward the Mag 493 reminds Shaposhnik of the year 2000 rotation after the tech bubble, when the rest of the market was left behind for several years and then benefited greatly from 2000-2002 as there was a significant rotation back to traditional businesses performing well.
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Speaker
Joseph ShaposhnikEvidence Quote
“It reminds me to a certain extent of the rotation that we saw in the year 2000 after multiple years of very very strong returns for the technology sector.”
Created: 8/12/2026, 6:14:37 PM
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