About this episode

The episode discusses market trends driven by AI and earnings, featuring insights from industry experts on semiconductors, private markets, and housing.

Markets push higher on the back of AI momentum and a fresh wave of earnings. Melius Research’s Ben Reitzes examines whether the semiconductor trade can keep running as momentum builds across the space. Tom Hancock of GMO joins to break down how to play a market increasingly driven by AI concentration and where he still sees opportunity including semis, mega cap tech, healthcare and payments. Earnings results from Arm, DoorDash, Snap, Zillow and AppLovin shaping sentiment across tech, housing and consumer platforms. Yie-Hsin Hung, CEO of asset-management giant State Street Asset Management, discusses the growing push into private markets and what it means for investors. Jeremy Wacksman, CEO of Zillow, breaks down the state of housing and the company’s outlook as the stock faces pressure this year.

People in this episode

Guests: Ben Reitzes, Tom Hancock, Yie-Hsin Hung, Jeremy Wacksman

Topics covered

• AI momentum
• semiconductor trade
• market opportunities
• earnings results
• private markets
• housing outlook

Keywords

• AI
• semiconductors
• earnings
• private markets
• housing
• tech
• investors

Mentioned in this episode

Organizations: Melius Research, GMO, State Street Asset Management, Zillow, Arm, DoorDash, Snap, AppLovin

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