Episode 72 - July 2026
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Episode 72 - July 2026
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Narrated by:
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Written by:
In this month's episode, we cover these topics:
- Market Overview (starts at 0:45)
- Portfolio Updates (1:31)
- Tech and Financial Market Trends (2:27)
- Market Cleansing and AI Sustainability (3:43)
- Risk of Excessive Leverage (5:08)
- Asset Class Rotation Trends (7:21)
- Asset Allocation & Tax Efficiency Strategies (8:38)
- Looking ahead (11:26)
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