EPISODE · May 28, 2026 · 30 MIN
Tandem Talk, Episode 24: Understanding Market Momentum
from Tandem Talk
Tandem's Investment Team is back with Episode 24 of Tandem Talk. Since February, markets have kept marching to the beat of one drum: AI. The team draws on historical parallels, digs into what the portfolio's fundamentals are actually doing, and asks why the companies that survive a capital expenditure boom are rarely the ones the market bets on early.
Embed this episode
Ready to play
Tandem Talk, Episode 24: Understanding Market Momentum
0:00
30:07
1×
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.
Frequently Asked Questions
How long is this episode of Tandem Talk?
This episode is 30 minutes long.
When was this Tandem Talk episode published?
This episode was published on May 28, 2026.
Can I download this Tandem Talk episode?
Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!