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Boring but sexy (stocks)

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Manage episode 437965759 series 3483934
内容由Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries提供。所有播客内容(包括剧集、图形和播客描述)均由 Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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.

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132集单集

Artwork

Boring but sexy (stocks)

Unhedged

123 subscribers

published

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Manage episode 437965759 series 3483934
内容由Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries提供。所有播客内容(包括剧集、图形和播客描述)均由 Financial Times & Pushkin Industries, Financial Times, and Pushkin Industries 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.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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