Is the AI trade faltering? Previously hot assets now seem to be giving up their gains almost as quickly as they acquired them - from bitcoin to semis to SpaceX.
If the prior rally were based on fundamentals, this might not be much of a problem. But much suggests it was based instead on a heady cocktail of margins extrapolation, momentum-chasing and dip-buying.
Our Meaning, margins and momentum webinar explained why - and what it implies for your portfolios.
This clip covers roughly the first 15 minutes of the 15 July webinar. The full replay, including the Q&A, is open only to clients with Group Webinar and One-on-One subscriptions. Your current login and permissioning status shows in the footer below.
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