Is this another routine but fleeting gut check or are the bull market underpinnings of tech leadership and a friendly Fed buckling? We discuss with Cheryl Young from Rockefeller Global Family Office, Gabriella Santos of JP Morgan Asset Management and Yung-Yu Ma of PNC Asset Management. Plus, Jeff DeGraaf of Renaissance Macro tells us where he is finding opportunities outside of tech. And, former Dallas Fed President Robert Kaplan tells us if he thinks the Fed will cut in December. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
