Growth Beyond the AI Trade: Where Next?
Update: 2025-11-06
Description
Q3 earnings look like a prelude to a Santa rally, capping off another strong year for stocks. Sticking with a holiday theme, we can give thanks later this month for the outsized contribution of tech stocks to investor returns. But the AI narrative driving stocks in recent years is by now well understood and valuations look stretched. This week, we spend much of our time with Marija Veitmane, Head of Equity Strategy at State Street Markets, on where else to look for growth opportunities in global equity markets.
See omnystudio.com/listener for privacy information.
Comments
In Channel
Download from Google Play
Download from App Store
United States00:00
00:00
x
