RiskReversal Pod cover image

The Market’s Dirty Little Secret with Mike Wilson of Morgan Stanley

RiskReversal Pod

00:00

The Defensiveness of the Market on Technology

Tech stocks have rallied, but the backdrop might be worse now than at their trough. The growth risk is higher now than it was last year. How much of they're spending do you think is from small, medium businesses? A lot. And that's going to catch people off guard.

Play episode from 07:04
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