This is the audio edition for the week ending 7 August 2026. It covers the rotation work in full: the eleven sector funds, then the industry funds underneath them, read against the S&P 500.
It is read by a synthetic voice. Her name is Ritu, she is made by Sarvam AI, and she says so herself in the first thirty seconds. Every word is Ayush Agrawal’s and every chart was read by him, by hand. Nothing about the analysis is automated; only the reading of it out loud.
In this episode
00:00 First, what this is
02:01 The eleven sectors
04:17 The industry funds underneath them
06:22 Before we go
Three sectors came through this week: Health Care, Financials and Industrials. Of the 7 industry funds turning up against the index, 4 survived the tests: XBI, IBB, KBE and KRE.
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No company is named in this recording. That is deliberate rather than an oversight. The rotation work is what the audio edition is for; the companies that come out of it, the eleven tests each one has to pass and every figure behind them are in the written issue, because there is no honest way to read a table of eighteen numbers into a microphone.
Read the written below 👇
