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Boring but sexy (stocks)

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Manage episode 437965759 series 3483934
Indhold leveret af Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries 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.

The run-up in the markets over the past year or so has been largely driven by tech companies with outsized returns. But that seems to be changing. Names such as Walmart, Berkshire Hathaway and UnitedHealthCare have been performing strongly while the once-hot tech sector seems to lag. Today on the show, Katie Martin and Rob Armstrong ask if this is a sign of an era shift in the market. Also we ask if Jerome Powell was lucky or good.


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.


Read a transcript of this episode on FT.com



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

132 episoder

Artwork

Boring but sexy (stocks)

Unhedged

123 subscribers

published

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Manage episode 437965759 series 3483934
Indhold leveret af Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries. Alt podcastindhold inklusive episoder, grafik og podcastbeskrivelser uploades og leveres direkte af Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries 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.

The run-up in the markets over the past year or so has been largely driven by tech companies with outsized returns. But that seems to be changing. Names such as Walmart, Berkshire Hathaway and UnitedHealthCare have been performing strongly while the once-hot tech sector seems to lag. Today on the show, Katie Martin and Rob Armstrong ask if this is a sign of an era shift in the market. Also we ask if Jerome Powell was lucky or good.


For a free 30-day trial to the Unhedged newsletter go to: https://www.ft.com/unhedgedoffer


You can email Robert Armstrong at robert.armstrong@ft.com and Katie Martin at katie.martin@ft.com.


Read a transcript of this episode on FT.com



Hosted on Acast. See acast.com/privacy for more information.

  continue reading

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