Is the Worst Case Priced into Tech?

Real Vision: Finance & Investing

Real Vision

Business, Business News, News, Investing

4.2 • 1K Ratings

🗓️ 9 May 2023

⏱️ 35 minutes

🔗️ Recording | iTunes | RSS

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Summary

Debt ceiling talks proceed as eager investors wait for tomorrow's inflation data. Jeremy Schwartz, global CIO of WisdomTree Asset Management, joins Maggie Lake to share his key takeaways from Warren Buffet’s shareholder event this weekend, what to expect from April CPI data, and why we need to pay attention to the debt ceiling. Learn more about your ad choices. Visit podcastchoices.com/adchoices

Transcript

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0:00.0	This summer, it's time to get to know the players and your taste buds.
0:08.9	Stats don't lie.
0:09.9	If 70% of the UK prefers to taste the Pepsi Max, you probs prefer Pepsi Max.
0:15.4	First for more, visit pepsimax.wispotify.com to enter our quiz to win gig tickets and
0:20.5	find your perfect playlist.
0:22.2	UK blind taste test of over 34,000 people versus UK's biggest selling full sugar cola.
0:26.5	The verification goes to pepsi.co.uk forward slash FAQ.
0:30.5	Hey everyone, if you like this podcast, go behind the paywall to get privileged access
0:36.9	to the smartest minds and finance.
0:39.2	Visit realvision.com slash RV pod and use the promo code podcast10 at podcast10 to get
0:46.2	10% off our essential membership for the first year.
0:49.4	Join the real vision community and learn how to become a better investor and add to the
0:52.9	top analysis of today's markets.
1:03.2	Is the bad news already priced into tech?
1:05.5	Hi everyone.
1:06.5	Welcome to the real vision deli briefing with me today's Jeremy Schwartz, global CIO of
1:10.6	wisdom tree.
1:11.6	Hi Jeremy.
1:12.6	Great to be with you Maggie.
1:13.6	Pleasure to be here.
1:14.6	Pleasure to see you again.
1:15.6	Yeah, we got a little bit of a quiet day today, but there's a lot of stuff going on sort
	...

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