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Wall Street’s Great Rotation
Manage episode 430895520 series 3460550
Contenido proporcionado por Bloomberg and iHeartPodcasts. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bloomberg and iHeartPodcasts o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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.
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Manage episode 430895520 series 3460550
Contenido proporcionado por Bloomberg and iHeartPodcasts. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Bloomberg and iHeartPodcasts o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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.
524 episodios
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Similar a Big Take
Bloomberg Daybreak delivers today's top stories, with context, in just 15 minutes. Get informed from Bloomberg's 2,700 journalists and analysts in 120 countries.
…
continue reading
The economy and the markets are "under surveillance" as we cover the latest in finance, economics and investment. Listen to Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern for the top interviews from Bloomberg Surveillance Television. And join Tom Keene and Paul Sweeney for the best conversations from Bloomberg Surveillance Radio. Watch Surveillance TV LIVE each mornings: http://bit.ly/3P7nstQ. Watch Surveillance Radio LIVE weekday mornings: http://bit.ly/3vTiACF.
…
continue reading
Weekly wrap of events of the week peppered with context, commentary and opinion by a superstar panel. Click here to support Newslaundry: http://bit.ly/paytokeepnewsfree Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
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…
continue reading
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continue reading
America is divided, and it always has been. We're going back to the moment when that split turned into war. This is Uncivil: Gimlet Media's new history podcast, hosted by journalists Jack Hitt and Chenjerai Kumanyika. We ransack the official version of the Civil War, and take on the history you grew up with. We bring you untold stories about covert operations, corruption, resistance, mutiny, counterfeiting, antebellum drones, and so much more. And we connect these forgotten struggles to the ...
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