The stock market is rotating out of Big Tech. Is this a good thing? episode artwork

EPISODE · Dec 15, 2025 · 39 MIN

The stock market is rotating out of Big Tech. Is this a good thing?

from The Financial Exchange Show · host The Financial Exchange Network

Chuck Zodda and Mike Armstrong discuss what's really going on in the job market and if we will get some answers on Tuesday. What can break investor skepticism of AI spending? The stock market is rotating out of Big Tech. Is this a good thing? Why everyone got the Trump tariffs wrong. Should you freak out about a possible recession? The bond market will not be fooled...oh really?

Chuck Zodda and Mike Armstrong discuss what's really going on in the job market and if we will get some answers on Tuesday. What can break investor skepticism of AI spending? The stock market is rotating out of Big Tech. Is this a good thing? Why everyone got the Trump tariffs wrong. Should you freak out about a possible recession? The bond market will not be fooled...oh really?

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The stock market is rotating out of Big Tech. Is this a good thing?

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This episode is 39 minutes long.

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This episode was published on December 15, 2025.

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Chuck Zodda and Mike Armstrong discuss what's really going on in the job market and if we will get some answers on Tuesday. What can break investor skepticism of AI spending? The stock market is rotating out of Big Tech. Is this a good thing? Why...

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