
Shutdown Showdown, Hospitality Headaches and Jeff Currie’s Exit Interview 9/25/23
The Exchange
00:00
Semiconductor and Video Market Struggles
The speakers discuss the recent struggles of the semiconductor and video markets, attributing it to the main issue of rising yields. They emphasize the impact of rising yields on stocks and bonds and also mention the potential government shutdown and its economic consequences.
Play episode from 02:28
Transcript


