Episode Details
Back to EpisodesCapital Markets Weekly — Week of October 12
Published 1 week, 1 day ago
Description
The AI trade unraveled while everything else rallied. Alex and Jordan break down a split week: Nasdaq down 4.5% on AI financing fears, Dow up 0.7% on the rotation into defensives and energy, hot CPI and PPI, a noncommittal Fed Chair Warsh, the 10-year yield's round trip, Bitcoin's dip below 80k, and oil's surge to 100 dollars. Plus: what Tesla, Netflix, and Meta earnings next week mean for the rotation.