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.

People in this episode

Guests: Denise Chisholm, Anthony Zhu

Topics covered

• tech fundamentals
• market sentiment
• quant strategies
• risk management
• alpha generation

Keywords

• tech leadership
• market sentiment
• quantitative strategies
• risk management
• alpha

Mentioned in this episode

Organizations: Fidelity Investments

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