What podcasts say about Jack Kosar

Every statement, with the speaker, the exact quote and the moment it was said.

What Jack Kosar has said on podcasts

19 statements · 9 positive · 5 negative · 5 neutral

on Sector rotation trade durationsNegativeOct 7, 2026· Investing With IBD
Sector rotation trade durations fell from 28–35 days to five–seven days since June 1.
“on average over the last eight years, it's been 28 to 35 days. And since June 1st, it's collapsed down to five to seven”
Listen at 2:22
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on S&P 500NeutralOct 7, 2026· Investing With IBD
The S&P 500 has remained within an eight-percent range since June.
“since june actually we've been in an eight percent range uh in the s p 500”
Listen at 9:09
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on U.S. stock market healthPositiveOct 7, 2026· Investing With IBD
The Asbury Six currently indicates generally healthy market conditions.
“right now it says the market in general is healthy with four or six green”
Listen at 9:32
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on S&P 500 sideways movementNegativeOct 7, 2026· Investing With IBD
The S&P 500’s current sideways period is unusually long versus historical periods.
“preliminarily, this is very unique. Normally, we're seeing a lot shorter sideways periods. They're not lasting this long.”
Listen at 11:01
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on S&P 500 annual returnsPositiveOct 7, 2026· Investing With IBD
Recent three-to-four-year S&P 500 annual returns averaged near 20%, versus 11–12% historically.
“The three or four year average is close to 20% year on year. If you go back 15 to 20 years, it's closer to 11 or 12%.”
Listen at 11:35
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Technology sector ETF asset flowsPositiveOct 7, 2026· Investing With IBD
Technology currently leads sector ETF asset flows across all three measured timeframes.
“right now, technology is leading in all three time frames”
Listen at 13:54
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Energy-market geopoliticsNegativeOct 7, 2026· Investing With IBD
Geopolitical volatility in energy markets has shortened observed trend durations.
“it's been one of the main drivers for shortening some of the the lengths that we see in trends”
Listen at 17:15
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Energy sectorPositiveOct 7, 2026· Investing With IBD
Energy remained profitable year-to-date despite volatile inflows and outflows.
“I believe it's been up on the year. So as money has flown in and out, it was still a trade that you could make money on if you were in it.”
Listen at 18:25
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Global markets versus S&P 500NegativeOct 7, 2026· Investing With IBD
Global markets generally underperform the S&P 500 over long historical periods.
“the global markets have a real uh they tend to underperform the s p 500”
Listen at 22:29
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Country ETFs versus S&P 500NeutralOct 7, 2026· Investing With IBD
Only four of 41 tracked country ETFs currently outperform the S&P 500: Taiwan, South Korea, Japan, and Brazil.
“Only four of them are outperforming the S&P 500. It's Taiwan, South Korea, Japan, which are all semiconductor technology. And then oddly enough, Brazil.”
Listen at 23:15
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Growth stocks versus dividend stocksPositiveOct 7, 2026· Investing With IBD
Growth stocks are currently substantially outperforming dividend stocks.
“growth is just it's just drastically outperforming dividend stocks”
Listen at 26:35
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Equities versus bondsNeutralOct 7, 2026· Investing With IBD
Neither equities nor bonds have recently established a decisive relative-performance breakaway.
“no distinct breakaway from bonds from equities or equities from from bonds as of late”
Listen at 28:19
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on 11 sector SPDR assets under managementNeutralOct 7, 2026· Investing With IBD
Combined assets in the 11 sector SPDRs are currently just below $400 billion.
“We're just shy of 400 billion at the moment”
Listen at 30:14
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on 11 sector SPDR assets under managementPositiveOct 7, 2026· Investing With IBD
Combined sector-SPDR assets reached an observed tracking high of approximately $405 billion in August.
“we hit all-time highs in august for this number since i've been tracking it um for 408 or 405 405 billion”
Listen at 30:31
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Technology sector asset inflowsPositiveOct 7, 2026· Investing With IBD
Recent sector-SPDR asset inflows have been primarily driven by technology.
“all this money that's coming in the last couple of a couple of days has really been tech driven”
Listen at 32:38
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Technology-sector capital flowsPositiveOct 7, 2026· Investing With IBD
Technology-sector capital has remained invested somewhat longer during the last three weeks.
“the last three weeks, money has been a little bit more sticky for tech”
Listen at 35:43
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Technology companies and AI positioningNeutralOct 7, 2026· Investing With IBD
Many technology companies rapidly repositioned themselves as AI companies.
“a lot of tech companies became ai companies overnight”
Listen at 37:13
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on Sector rotationNegativeOct 7, 2026· Investing With IBD
Sector allocations will continue rotating extremely quickly while capital moves rapidly.
“we're going to end up rotating through these sectors extremely quickly because that's how fast the money is moving”
Listen at 40:18
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?
on AI tradePositiveOct 7, 2026· Investing With IBD
Investors are currently willing to continue participating in the AI trade.
“people are at least content at the moment with riding this AI trade”
Listen at 45:24
Open the episode · Tech Takes The Lead: Is This Sector Rotation Here To Stay?

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.