Big Tech Catch-Up Trade | MRKT Call
RiskReversal Pod
00:00
Discussion on Upcoming Interview, Market Confusion, and Semiconductor Stocks
The hosts preview an upcoming interview with a co-CEO of Fortress Investments where they will delve into private credit, interest rates, and the company's strategies. They also ponder over the market's unusual trends, including the S&P's surge, low Treasury yields, and the performance of semiconductor stocks like Nvidia.
Play episode from 01:41
Transcript
