The Magnificent Seven Ride Again

SB Talks

English - July 10, 2023 03:33 - 16 minutes - 15.8 MB - ★★★★★ - 1 rating
Investing Business News Business News advice brown finance stanford Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Previous Episode: Hawks vs Doves

Next Episode: Immaculate Disinflation

In this episode of SB Talks, CEO Vincent O'Neill is joined by Chief Investment Officer, Nick Ryder.

They discuss:

The RBA’s “hawkish skip” in July Mortgage prisoners and the housing sector Last week’s US employment and wages data Bond market moves and peak cash rate pricing Equity market decoupling and the magnificent seven US technology leaders