We speak to Tim about the possible tariff rollbacks, reconciling Wall Street earnings with market performance and the rally in oil prices.


We also check in on his thoughts around glamour tech stocks as the NYSE’s Fang+ index underperforms the wider US stock market.

We speak to Tim about the possible tariff rollbacks, reconciling Wall Street earnings with market performance and the rally in oil prices.
 We also check in on his thoughts around glamour tech stocks as the NYSE&rsquo;s Fang+ index underperforms the wider US stock market.

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