EPISODE · Feb 11, 2026 · 54 MIN
Macro Matters - Monday February 9 - is the AI trade over? Is the market doomed?
from CFA Society Chicago
Tony Zhang, Blaine Reed and Rich Excell are back to talk about what is happening in the markets. It has been all about AI for the last 2 years. However, don't look now but the US is lagging Europe by 13.5% over the last 12 months and by 19% vs. emerging markets over the same time. Anyone notice energy besting technology by 20% this year? Is the AI trade over? Is the market doomed?
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Macro Matters - Monday February 9 - is the AI trade over? Is the market doomed?
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