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2
Ideas · 30d
2
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4.0
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2
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4 JULTHE JULIA LA ROCHE SHOW · 04:30
Speculative high-flyers face severe downside risk
"The guest argued that speculative, momentum-driven stocks are fundamentally weak and represent excellent candidates for underperformance."
In depth · 4/5
4 JULMACROVOICES · 01:45
Great migration from growth to value
"The guest argued that rising super core inflation and geopolitical conflicts are driving a structural rotation from financial assets to hard assets."
In depth · 4/5
MENTIONS & DEPTH REFLECT PODCAST DISCUSSION VOLUME · NOT A RATING, FORECAST, OR RECOMMENDATION