One of the big topics of discussion was the presidential debate. President Joe Biden's poor performance has some Democrats calling for him to drop out of the race, Axios national political correspondentI'm Josh flip in for the next half hour.There is a lot to keep track of.Here are some of the trends we're going to be diving right into and just like that, we're halfway through 2024 and the market is all about a year to date.
You take a look at the sectors and uh you can see tech communicate, uh it's not communication services, that's XL C com uh discretionary, discretionary and then real estate.So big names, Jared, well known names, the big sectors under the hood.Guess what is in the number one spot?You're gonna see some pretty big return in there.Um Don't like solar right now.
All of this uh is relevant, Josh, because it kind of paints a picture where we might be echoing uh uh an epic from the past. And you can see uh that the rest of the year trails off in July, you still average, you see to fall, but then the things get a little bit dark, they get a little bit dreary in there and then look at November, November, guess what happens in November.Now, this is just, this doesn't, isn't geared towards election years, the presidential cycle.So that's when you see the vic shoot up a lot of years.So all in all, I'm expecting a positive beginning to the beginning to July.
Yeah, I think it will um you know, you have an event where there's broad global scale, um millions of people are attending, you know, thousands of vendors are being used, you know, throughout the event over a, you know, relatively short period of time, which just presents an enormous opportunity for supply chain attacks.
And then, you know, I suspect we're gonna see uh some increased use of, of A I kind of throughout the games both in the way, in the way in which they're kind of presented, but also the way in which uh they're produced. And it just means that those that are participating in the games are a part of the, you know, the game's production need to really remain vigilant and do what is necessary to become, you know, protected as an organization.On the other hand, though, would you expect cyber security officials to also integrate, deploy A I defensively?So the good news is it can be used, you know, defensively.Um And, you know, I think there's a healthy balance there.
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