Closing Bell Overtime: Taiwan Semi Powers Tech Higher; Wells Fargo’s Ohsung Kwon on Top Ideas; Pimco’s Emerging Markets Plays 1/15/26
Closing Bell
00:00
Macro Rotation: Small Caps vs. Big Tech
Osung Kwan outlines fiscal tailwinds, rising duration risk for hyperscalers, and reasons small caps could outperform.
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Transcript
