sector selection
1 statements across 1 episodes · 0 bullish · 0 bearish · 1 people on the record · first statement Jan 26, 2026 by Lane MacDonald · across every show →
Everything said about sector selection, oldest first
Jan 26, 2026
MacDonald: Investor Skill Cannot Overcome Cyclical and Secular Industry Declines
“When an industry that is facing a cyclical and secular decline, which was happening in the late 2000, no matter how good an investor you are, it doesn't matter. I learned about You got to be picking the right sector, technology, healthcare, the importance of l…”