Show Notes
Here’s to another edition of A Matter of Interest, hosted by Moneyfarm’s Richard Flax and Jack Amy.
This week, we unpack a shifting market landscape driven by changing central bank playbooks and the rising cost of massive tech investments.
Specifically, we examine what the Fed’s shift away from forward guidance means for bond yields, why Big Tech’s record AI spending is raising tricky questions about actual returns, and what South Korea’s recent market turbulence reveals about the broader tech supply chain.
Tune in as we make sense of it all.
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A lot is going on after our short summer break, so hit play to discover the latest with us.
Welcome back to a new episode of A Matter of Interest.