Gå offline med appen Player FM !
Big Trouble or Business as Usual?
Manage episode 433353614 series 3329
The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of?
(00:21) Jason Moser and Emily Flippen discuss:
- The market’s dip earlier this week and whether its business-as-usual or cause for concern.
- Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation.
- Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart
(19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors.
(31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.
Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD
Host: Dylan Lewis
Guests: Emily Flippen, Jason Moser, Bill Mann
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
1694 episoder
Manage episode 433353614 series 3329
The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of?
(00:21) Jason Moser and Emily Flippen discuss:
- The market’s dip earlier this week and whether its business-as-usual or cause for concern.
- Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation.
- Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart
(19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors.
(31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.
Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD
Host: Dylan Lewis
Guests: Emily Flippen, Jason Moser, Bill Mann
Engineers: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
1694 episoder
Alle episoder
×Velkommen til Player FM!
Player FM is scanning the web for high-quality podcasts for you to enjoy right now. It's the best podcast app and works on Android, iPhone, and the web. Signup to sync subscriptions across devices.