About this episode
With two weeks to go in 2024, the Investment Committee debates the momentum in the tech trade and whether it can keep rallying in the new year. Plus, the next move for semiconductors as Broadcom hits a new record high. And Nike quarterly results – the company has underperformed but could this be an inflection point? Investment Committee Disclosures Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.