

Market Highs, Political Dynamics, and EU vs. Big Tech | Barry Ritholtz & Michael Parekh
6 snips Jul 11, 2024
Join Barry Ritholtz and Michael Parekh as they discuss market highs, EU regulations on big tech, data ownership in the AI era, all-time highs as bullish signals, challenges for small-cap companies and AI investments, changes in luxury markets, possible market shifts, EU regulations' impact on tech companies, and Goldman Sachs' analysis on AI investments.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Discussions on Hurricane Impact, London Food Adventures, and Wimbledon Experience
02:02 • 3min
Market Highs and All-Time Highs
04:59 • 7min
Impact of Excel Spreadsheets on Financial Markets
11:43 • 15min
Luxury cars, market trends, and consumer behavior
27:01 • 5min
Navigating All-Time Highs in Bear Markets and Sector Rotation
32:08 • 13min
EU Regulations Impact on Big Tech Companies
45:37 • 12min
Goldman Sachs Analysis on AI Impact
57:49 • 9min