Markets Wrap: From YOLO to HALO | Merryn Talks Money скачать в хорошем качестве

Markets Wrap: From YOLO to HALO | Merryn Talks Money

From YOLO to HALO. In this week's markets wrap, hosts Merryn Somerset Webb and John Stepek discuss why markets are ditching high multiple AI and software stocks, for "HALO" companies - heavy assets, low obsolescence - and why higher interest rates and even higher infrastructure costs may be behind the moves. To see the article Merryn references in the episode, please follow the link below. Special thanks to Joachim Klement who has allowed us to share this piece from his Klement on Investing Substack. https://klementoninvesting.substack.c... (https://klementoninvesting.substack.c...) See omnystudio.com/listener (https://omnystudio.com/listener) for privacy information. Merryn Talks Money with Bloomberg senior columnist Merryn Somerset Webb is your key to understanding how markets work – and how you can make them work for you. Every episode features a relaxed but in-depth conversation with a fund manager, a strategist, a Bloomberg expert or just someone Merryn finds particularly interesting in any given week. Listen in for the kind of insights and explanations everyone can use to help them make better saving and investing choices. From Bloomberg Podcasts. Subscribe to Bloomberg Podcasts: https://bit.ly/BloombergPodcasts Listen to more Merryn Talks Money:    • Merryn Talks Money   Visit us: https://www.bloomberg.com/podcasts Follow Bloomberg Podcasts on Twitter:   / podcasts   Visit our other YouTube channels: Bloomberg Television:    / @markets   Bloomberg Originals:    / bloomberg   Quicktake:    / @bloombergquicktake   For coverage on news, markets and more: http://www.bloomberg.com/video #Markets #Finance #Investing #Podcast #Bloomberg