Bloomberg Surveillance cover image

Surveillance: Elevated Risks with Wilson

Bloomberg Surveillance

00:00

The Re-Pricing of the Equity Market

Last year, we were talking about Big Tech. And this year, the re-pricing has been in the opposite direction. I'm looking right now at Facebook shares up more than 71% so far year to date. That's not our view. Our view is that there's going to be probably more costs coming in that space because the malinvestment was just so egregious and the over earning was even worse.

Play episode from 03:10
Transcript

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app