The Fractured Tech Trade, Memory Momentum, and remembering Alan Greenspan 6/22/26

技术产业之分裂,记忆的势能,缅怀艾伦·格林斯潘 6月22日

The Exchange

2026-06-23

44 分钟
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单集简介 ...

Every Mag 7 stock is down over the past month, while memory names keep rallying. We look at the fractures in tech, and what’s the better AI trade from here.   Plus, a look at Alan Geenspan’s influence on Fed policy.   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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