Chelsey Dulaney
speaker
113 appearances
3 recordings
1 series
first heard Aug 2017
last heard Apr 2018
Chelsey Dulaney’s voice in public audio — every appearance, attributed to the second.
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Appearances
And just, you know, it is very the sector has gotten expensive.
So there are just a lot more opportunities now.
They are, and that's partially just because of how the indexes are structured.
So the S&P is weighted by market value, and so that gives companies like Amazon and Microsoft a much bigger sway over the broader U.S.
market.
So Amazon, Microsoft, Netflix, those have been the companies that have really been driving the S&P and the NASDAQ this year.
They do.
And if you look at some of these other investor flows, like ETF flows are still really strong into tech funds.
So some of the less active investors still are buying a lot of tech stocks, but the smart money does seem to be taking another look at it now.
Thank you.
Well, the dollar is down about 7% this year.
It's come back a little bit over the past couple days, but it's been down for about five months, which is a pretty long stretch for the currency.
Yeah, so we had some good jobs data, and there were some good inflation numbers that were part of that data.
So, you know, the people have been very negative on the dollar, so that sort of prompted a rebound, but today it's down a little bit, so...
Right.
So the market has gotten really negative on the dollar over the past couple months.
You know, at the end of last year, everyone was really optimistic.
The market was really one-sided in expecting the dollar to go up.
There were, I think, around $30 billion in speculative bets on a stronger dollar.
And that's recently flipped.
Showing 61–80 of 113 · page 4 of 6
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