Laurent Lequeu, Independent Financial consultant and Writer
Laurent Lequeu, Independent Financial consultant and Writer
5 March 2024
Money in the Market: Will the AI bubble burst? If so, how soon?
The AI-frenzy has fueled a major rally in tech stocks, with the so-called Magnificent 7 stocks leading the market higher. But this now begs the question - when will this rally turn into a downturn? Some say AI is already in a bubble - an irrational surge in the price of an asset that eventually leads to a crash. So when will this bubble burst? What signs should investors be wary of? On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Independent Financial consultant and Writer of The Macro Butler Newsletter to find out more.
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6 February 2024
Money in the Market: Should investors refrain from making investment decisions driven by FOMO?
Major central banks have stood pat in their latest monetary policy decisions. And while bets of March cuts increased late last year through to the beginning of this year, those bets have lost steam as central banks signalled that they would start rate cuts later than market expected. So what are some implications for markets as interest rates are here higher for longer? Could we expect more volatility ahead? What sectors should investors go overweight on, and which sectors should investors avoid? On Money in the Market, Hongbin Jeong speaks to Laurent Lequeu, Independent Financial consultant and Writer of The Macro Butler Newsletter, to find out more.
Download this podcast.