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Bloomberg News correspondent and Chief Economist at Apollo Global Management discuss US inflation and the economy. CEO at Zelcore Technologies talks about Bitcoin ETFs. Board Member of The Knot Worldwide shares thoughts on the wedding industry and women on corporate boards. The importance of diversity and inclusion in boardrooms is explored. Performance of the stock market in the first half of the year and potential of utilities in the energy market are analyzed.
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Quick takeaways
- The Nasdaq's rapid rally in the first half of the year is part of a reversion to the mean, with a potential slowdown expected in sectors like consumer discretionary and large-cap tech.
- Investors may rotate into fixed income, seeking higher yields and stability, as yields remain low and the Fed's stance signals no immediate rate hikes.
Deep dives
Nasdaq's Rapid Rally
The Nasdaq's rapid rally in the first half of the year, driven by large-cap tech names and future promises such as AI, appears aggressive but is part of a reversion to the mean. The performance over the past two years is more normalized, considering the sharp downturn in 2020. The second half may see a slowdown in some sectors that have outperformed, like consumer discretionary and large-cap tech.
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Listen to the best highlights from the podcasts you love and dive into the full episode