ОТНОСТНО ТОЗИ ЕПИЗОД
A St. Louis Fed official has signaled that tighter monetary policy is needed 'soon,' reigniting debate about whether the Federal Reserve's rate cycle is truly over. We walk through what renewed tightening would mean for bonds, equities, and everyday borrowing costs.
Today's Stocks & Topics: Welltower Inc. (WELL), Market Wrap, Earnings Season, VanEck Semiconductor ETF (SMH), Is the Fed Bringing Monetary Tightening Back? What Investors Need to Know, Nucor Corporation (NUE), CorMedix Inc. (CRMD), MYR Group Inc. (MYRG), Everus Construction Group, Inc. (ECG).
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ТЪРСЕНЕ на МИНАЛИ ЕПИЗОДИ
Търсене в минали епизоди на InvestTalk.
ДРУГИ ЕПИЗОДИ В ТОЗИ ПОДКАСТ
The AI bull market is running headfirst into a wall of corporate debt, with credit stress signals flashing in some of the sector's biggest names. We explore how rising borrowing costs and ballooning debt loads could unwind the AI trade faster than most investors expect.
Today's Stocks & Topics:…
Schwab is rolling out a new tax-aware investment strategy designed to attract billions from high-net-worth investors by minimizing the drag of capital gains taxes on long-term wealth building. We break down what these strategies actually are, whether they work, and how everyday investors can apply …
Zelensky has called Trump's decision to waive certain Russia sanctions 'wrong,' as a US-Russia supply deal on diesel begins taking shape, and the market implications of sanctions relief are already being felt in energy markets. We examine what easing sanctions pressure on Russia means for commodity…
Reliance's Jio Platforms is testing the public markets with a $3.2 billion IPO that is targeting India's massive and youthful population, making it one of the most watched emerging market offerings of the year. We explore what this deal reveals about the opportunity — and risks — of investing in In…
After years of outperformance, AI infrastructure stocks — the so-called picks-and-shovels plays — are getting hit hard as the trade reverses in markets from Asia to the US. We dig into whether this is a healthy correction or the start of a broader reckoning for AI-linked investments.
Today's Stocks…
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