Wall Street’s Great Rotation Big Take podcast

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Wall Street’s Great Rotation

3M ago 16:09

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Konten disediakan oleh Bloomberg and iHeartPodcasts. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Bloomberg and iHeartPodcasts atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

For most of this year, US markets were hitting fresh highs and investors were giddy about the potential of AI to make the world’s biggest tech companies even more profitable. Then, the picture changed. Welcome to the Great Rotation.

On today’s Big Take podcast, host Sarah Holder speaks to Bloomberg cross-asset reporter Isabelle Lee about what’s behind the investor move from the Magnificent Seven tech firms into smaller companies — and what role, if any, recent US political turmoil is playing in investors’ expectations about the rest of the year.

Read more: Markets Tear Up Popular Trades That Reached ‘Stupid Levels’ and Stocks Caught in Tug of War Between Tech and Rest: Markets Wrap

See omnystudio.com/listener for privacy information.

… continue reading

524 episode

#News #Bloomberg

Artwork

Wall Street’s Great Rotation

published 3M ago

Bagikan

MP3•Beranda episode

Konten disediakan oleh Bloomberg and iHeartPodcasts. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Bloomberg and iHeartPodcasts atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

For most of this year, US markets were hitting fresh highs and investors were giddy about the potential of AI to make the world’s biggest tech companies even more profitable. Then, the picture changed. Welcome to the Great Rotation.

On today’s Big Take podcast, host Sarah Holder speaks to Bloomberg cross-asset reporter Isabelle Lee about what’s behind the investor move from the Magnificent Seven tech firms into smaller companies — and what role, if any, recent US political turmoil is playing in investors’ expectations about the rest of the year.

Read more: Markets Tear Up Popular Trades That Reached ‘Stupid Levels’ and Stocks Caught in Tug of War Between Tech and Rest: Markets Wrap

See omnystudio.com/listener for privacy information.

… continue reading

524 episode

#News #Bloomberg

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