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7min chapter
NY Area Quake, March Jobs Report
Bloomberg Intelligence
Diversifying Investment Strategies: Beyond Tech
This chapter delves into the broadening participation in equity markets, emphasizing the resurgence of sectors like energy and financials. Discussions cover the impact of rising oil prices, upcoming earnings reports from companies like JPMorgan, and the significance of the AI trade in investment decisions. Additionally, the conversation explores consumer behavior, investment strategies focusing on value and income sectors, and potential benefits for sectors like nuclear assets in the current market dynamics.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode