Live Well with Michelle

Money and Me: Why Markets Keep Betting Against Fear

23 min · 14. maj 202623 min
episode Money and Me: Why Markets Keep Betting Against Fear cover

Description

Markets are shrugging off virus scares, rising bond yields and fragile US-China tensions - but are investors becoming dangerously comfortable with risk? Hosted by Michelle Martin with Arun Pai, Partner at Monk's Hill Ventures, this episode unpacks why Wall Street appears increasingly willing to “buy the dip” even during moments of geopolitical and health uncertainty. Michelle explores what it means when figures like Elon Musk and Mark Zuckerberg travel alongside US President Donald Trump to China - and whether corporate America is now shaping diplomacy as much as governments. The conversation also dives into the quiet but important rise in bond yields and why markets may be losing faith in imminent rate cuts. From biotech names like Moderna to tech giants and global capital flows, discover which sectors could win - or suffer - if higher rates and geopolitical uncertainty persist. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

Comments

0

Be the first to comment

Sign up now and become a member of the Live Well with Michelle community!

Get Started

2 months for 19 kr.

Then 99 kr. / month · Cancel anytime.

  • Podcasts kun på Podimo
  • 20 lydbogstimer pr. måned
  • Gratis podcasts
Get Started

All episodes

4542 episodes

episode Money and Me: Why Markets Keep Betting Against Fear artwork

Money and Me: Why Markets Keep Betting Against Fear

Markets are shrugging off virus scares, rising bond yields and fragile US-China tensions - but are investors becoming dangerously comfortable with risk? Hosted by Michelle Martin with Arun Pai, Partner at Monk's Hill Ventures, this episode unpacks why Wall Street appears increasingly willing to “buy the dip” even during moments of geopolitical and health uncertainty. Michelle explores what it means when figures like Elon Musk and Mark Zuckerberg travel alongside US President Donald Trump to China - and whether corporate America is now shaping diplomacy as much as governments. The conversation also dives into the quiet but important rise in bond yields and why markets may be losing faith in imminent rate cuts. From biotech names like Moderna to tech giants and global capital flows, discover which sectors could win - or suffer - if higher rates and geopolitical uncertainty persist. Hosted by Michelle Martin. See omnystudio.com/listener [https://omnystudio.com/listener] for privacy information.

14. maj 202623 min