Big Tech Prepares for Different Joe Biden This Time

This week, longtime emerging markets expert Paul McNamara, investment director at GAM, joined to talk about what was driving EM to its highest levels since 2018. Gigi Sohn, a distinguished fellow at the Georgetown Law Institute for Technology Law & Policy and former counselor for the Federal Communications Commission, came on to discuss why Silicon Valley is bracing for a different Joe Biden this time around in the White House. Jon Turek, the Author of Cheap Convexity blog, explained how investors should be positioning amid the resurgence in covid-19 cases. Then Robin Farley, a consumer cyclical analyst at UBS, joined to discuss the outlook for the cruise industry.See omnystudio.com/listener for privacy information.


by What'd You Miss This Week