Diversified Investments, Mag 7 Earnings, US-China Trade Meeting 10/31/25
Episode 44 min 5s

Diversified Investments, Mag 7 Earnings, US-China Trade Meeting 10/31/25

The action in ETF flows this week. Why Agilent is a good way to play the health care sector. This growth fund looks far beyond the Mag 7 to profit from AI. Big takeaways from Apple and Amazon’s earnings, and the expectations for continued massive spending on AI. Yale School of Management’s Jeff Sonnenfeld discusses the pros & cons from President Trump’s meeting with Chinese president Xi Jinping. WisdomTree global CIO Jeremy Schwartz discusses this week’s action in the mega-cap tech names following earnings, and why he still sees opportunity in Japan.

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