Wall Street’s Great Rotation Big Take podcast

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Indhold leveret af Bloomberg and iHeartPodcasts. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Bloomberg and iHeartPodcasts eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.player.fm/legal.

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Wall Street’s Great Rotation

3M ago 16:09

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Indhold leveret af Bloomberg and iHeartPodcasts. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Bloomberg and iHeartPodcasts eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

533 episoder

#Bloomberg #News

Artwork

Wall Street’s Great Rotation

178 subscribers

published 3M ago

Del

MP3•Episode hjem

Indhold leveret af Bloomberg and iHeartPodcasts. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Bloomberg and iHeartPodcasts eller deres podcastplatformspartner. Hvis du mener, at nogen bruger dit ophavsretligt beskyttede værk uden din tilladelse, kan du følge processen beskrevet her https://da.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

533 episoder

#Bloomberg #News

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