About this episode
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.
Get every episode summarized
Each time Big Take publishes, we email you a written briefing from the transcript — the topics, who appeared, and any specific claims, with the ad reads skipped.
Email me new episodesFree for 3 shows. No card needed.
No transcript yet
This episode has not been transcribed. Request it and it moves to the front of the queue.
More episodes
More from Big Take
So Could AI 'Kill Us All'?
Big Take
Trump Needs a Win. Enter His Venezuela Oil Deal
Big Take
Why the Bond Market Has Everyone On Edge
Big Take
Americans Are Spending Billions to Help Their Pets Live Longer
Big Take