Bloomberg Daybreak: Asia Edition cover image

China's Growth Forecast, US House Passes Spending Bill to End Shutdown

Bloomberg Daybreak: Asia Edition

00:00

Rotation from Big-Tech and Portfolio Positioning

Mike Dixon views recent sector rotation as healthy and suggests holding top tech positions while watching upcoming NVIDIA results.

Play episode from 12:59
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