Halftime Report for 2018: Time to Get Defensive?

The video discusses ETF flows and market performance in the first half of the year, highlighting the role of small caps and various asset classes. It analyzes top ETFs, market themes, and the economic cycle, providing insights into recession indicators. The discussion also covers defensive strategies and sector rotation, focusing on consumer staples and the financial sector.

What was the total amount that ETFs took in during the first half of the year mentioned in the text?

How does the performance of the stock market this year compare to last year according to the text?

What are the two main types of funds discussed in the text, and how do they differ?

What is the significance of the yield curve in the context of the economic cycle discussed?

What indicators are mentioned that suggest a potential upcoming recession?

What concerns are being raised by fund managers regarding the current market conditions?

How has the financial sector performed recently according to the text?