Yesterday we did a deep dive on the perennial rise of the big US tech growth giants and some eastern upstarts in Baidu, Ali Baba and Tencent.
Unsurprisingly, Apple hit $1Trn market cap overnight.
Co-inkydink? You be the judge.
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- MB Fund Podcast: Is the recovery driven by Robinhood & Robots? With Kevin Muir (The Macro Tourist) – Updated with podcast audio - June 26, 2020
- MB Fund Podcast: Quantifying the Bubble (updated with podcast version) - June 19, 2020