Geopolitical tensions, elevated energy prices, rising yields and private credit concerns weigh on some parts of the market, but the tech stocks continue to play in their own league.
Broadcom disappointment raised a few questions this week, and tech heavy indices are down today but a part of that is believed to be due to investors taking profits in existing tech positions to free up cash for next week’s SpaceX IPO.
At the same time, today's US jobs report could reinforce the narrative that the economy remains resilient despite growing concerns about AI-driven job losses and slowing growth.
But whatever the jobs report tells, index valuations are increasingly detached from economic reality, where dreams, innovation and future potential continue to outweigh geopolitical risks and valuation concerns.
Watch the full episode to find out more!
Intro1:22 Market update
3:16 Into the SpaceX IPO
7:02 US jobs data in focus









