Скачать или смотреть Is the Market in a Speculative Bubble? T. Rowe Price CIO Weighs In | WSJ's Take On the Week

In this week's episode of WSJ’s Take On the Week, co-hosts Gunjan Banerji and Telis Demos dive into how, for the first time, brokerages have taken out more than $1 trillion dollars in margin debt to buy stocks and other securities. Next, they chat about Robinhood’s blowout earnings as another sign of market exuberance, and why investors are eagerly awaiting software and data analytics company Palantir's earnings this week.

Then after the break, Sébastien Page, head of global multi-asset and chief investment officer at T. Rowe Price, joins our hosts to chat about why he thinks AI stocks have strong financial and economic positions, and why he believes stocks will still deliver an equity risk premium. Plus, Page shares what he thinks investors could learn from sports psychology.

Chapters:
00:00 Are we in a speculative bubble?
00:32 Margin debt hits an all time high
01:07 Robinhood earnings show signs of exuberance
02:10 Is Palantir the next speculative stock to watch?
03:41 Sebastian Page and the ‘B—word’
05:50 Strong fundamentals are supporting the market
07:40 But what about tariffs?
09:48 What is Sébastien watching in the market?
10:40 The strong consumer and potential fed rate cuts
12:16 Digging into the equity risk premium for stocks vs bonds
15:15 What investors can learn from sports psychology
16:52 How to position your portfolio right now
21:14 Where to find value in the market

This is WSJ’s Take On the Week where co-hosts Gunjan Banerji, lead writer for Live Markets, and Telis Demos, Heard on the Street’s banking and money columnist, cut through the noise and dive into markets, the economy and finance—the big trades, key players and business news ahead.

Have an idea for a future guest or episode? How can we better help you take on the week? We’d love to hear from you. Email the show at [email protected].

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