Market Insights: Tech Leadership, Sentiment Signals, and the Quant Edge
About this episode
Denise Chisholm and Anthony Zhu discuss the implications of tech fundamentals in relation to the 2000 bubble and explore market sentiment and quant strategies.
Denise Chisholm and Fidelity’s Anthony Zhu discuss tech fundamentals vs. the 2000 bubble, what low sentiment could mean for markets, and how quant strategies aim to uncover alpha and manage risk. Recorded Nov. 20, 2025.
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