How Government Shutdowns Impact Money Flows

Co-founder Lucas Downey joins Nicole Petallides with Schwab Network to discuss recent money flows, which are saying there are “going to be some winners and losers.

He recalls market moves during past government shutdowns.

‘Sticky’ Money Flows Point to AI & Materials Strength

Lucas argues that inflows are sticky, and recurring names see a lot of strength, including AI and materials.

He certainly “would not be selling” into a government shutdown, even if he’s not buying.

He also checks outflows on Kenvue (KVUE).