CWL064: Cathie Wood & Yoni Assia Talk AI, Tes...

This episode covers current market trends, the impact of the upcoming World Cup on consumer behaviour, and recent significant investments by Berkshire Hathaway in tech giants like Alphabet. The hosts analyse market rotation, rebalancing strategies, and the influence of major spor ...  Show more

In this episode, hosts Sam and Bret analyse current market trends, sector performances, and the impact of social media on stock movements. They explore the rally in tech stocks, the potential rotation of funds into small caps, and discuss the latest on Ferrari's new EV and geopol ...  Show more

In today’s episode we have the chance to talk to one of the most successful investors of his generation, James Anderson, Former Partner at Baillie Gifford.I'm joined by Mark Wallace, MD of Rothschild & Co, who brings his expertise on US tech equities to this discussion. From 1987 ...  Show more

As markets grapple with changing macroeconomic dynamics, elevated valuations for growth stocks, and increased volatility, the spotlight could be turning toward value equities. Could this be the moment for US large-cap value investing to shine? How should investors think about ...

Dan Nathan and Guy Adami discuss with the significant news of President Biden dropping out of the race, leading to conversations about the implications for the market and potential changes in political leadership. The episode also covers recent earnings reports, particularly focu ...  Show more

On today's show, Ben Carlson and Michael Batnick are joined by Kyle Brown, CEO, President, and CIO of Trinity Capital to discuss how the Trinity Capital structure works, how venture debt investing works, understanding execution risk vs technology risk, Trinity's 5 income-generati ...  Show more