Today’s Talk Your Book is brought to you by State Street:
To learn more about State Street Investment Management click here: statestreet.com/IM
On today’s show, we discuss:
The rapid growth of the ETF industry and where the new money is coming from
The rotation away from Mag-7 toward small caps, industrials, and international and what structural forces are driving it
Why the AI capex cycle is starting to ... Talk Your Book: Consternation About Concentration
Today’s Talk Your Book is brought to you by State Street:
To learn more about State Street Investment Management click here: statestreet.com/IM
On today’s show, we discuss:
The rapid growth of the ETF industry and where the new money is coming from
The rotation away from Mag-7 toward small caps, industrials, and international and what structural forces are driving it
Why the AI capex cycle is starting to ... 

Bengali (Bangladesh) ·
English (United States) ·