Some economic reports are coming in weaker than expected as the back-to-normal recovery drags on. To many investors, it means the Federal Reserve will keep the punch bowl fuller for longer. Kim Forrest, founder and chief investment officer at Bokeh Capital Partners, discusses about why bad news can be seen as good news again in this environment and why she prefers tech stocks for the long run.

Mentioned in this podcast:

U.S. Companies Add Fewer Jobs Than Forecast, ADP Data Show

Megacaps Hit All-Time High in Defensive Stock Tilt: Markets Wrap

Some economic reports are coming in weaker than expected as the back-to-normal recovery drags on. To many investors, it means the Federal Reserve will keep the punch bowl fuller for longer. Kim Forrest, founder and chief investment officer at Bokeh Capital Partners, discusses about why bad news can be seen as good news again in this environment and why she prefers tech stocks for the long run.Mentioned in this podcast:<a href="https://www.bloomberg.com/news/articles/2021-09-01/u-s-companies-add-fewer-jobs-than-forecast-adp-data-show">U.S. Companies Add Fewer Jobs Than Forecast, ADP Data Show</a><a href="https://www.bloomberg.com/news/articles/2021-08-31/asia-stocks-set-to-dip-on-recovery-stimulus-risks-markets-wrap">Megacaps Hit All-Time High in Defensive Stock Tilt: Markets Wrap</a>

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets. They explore everything from stocks to bonds to currencies and commodities, and how each asset class affects trading in the others. Whether you’re a financial professional or just a curious retirement saver, What Goes Up keeps you apprised of the latest buzz on Wall Street and what the wildest movements in markets will mean for your investments.

Hosts Mike Regan and Vildana Hajric are joined each week by expert guests to discuss the main themes influencing global markets.

What Goes Up

Bad News is Good News, Again?

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/0c5027ea-022e-4dae-86e3-ae3c0027d3f4/transcript

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